See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,281 | $60,124+21.9% | $90,404-18.9% | $79,858-8.2% |
| Participation rate | 50.9% | 65.0%-14.1pp | 72.7%-21.8pp | 69.6%-18.8pp |
| Annual return | 14.67% | 71.94%-57.3pp | 1293.02%-1278.3pp | 31.71%-17.0pp |
| Employer contribution / active EE | $1,690 | $2,068-18.3% | $3,262-48.2% | $2,471-31.6% |
| Participant deferral / active EE | $2,424 | $2,938-17.5% | $3,963-38.8% | $3,740-35.2% |
| Admin fee / account holder | $3,905 | $3,976-1.8% | $5,611-30.4% | $5,306-26.4% |