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 6-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 | $78,194 | $58,208+34.3% | $81,812-4.4% | $80,856-3.3% |
| Participation rate | 51.4% | 63.4%-12.0pp | 72.3%-20.9pp | 67.6%-16.2pp |
| Annual return | 13.09% | 41.66%-28.6pp | 773.79%-760.7pp | 35.59%-22.5pp |
| Employer contribution / active EE | $2,541 | $2,340+8.6% | $2,912-12.7% | $2,755-7.8% |
| Participant deferral / active EE | $4,236 | $3,281+29.1% | $4,319-1.9% | $4,296-1.4% |
| Admin fee / account holder | $3,768 | $4,981-24.4% | $7,386-49.0% | $6,918-45.5% |