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 | $43,087 | $54,701-21.2% | $86,188-50.0% | $71,457-39.7% |
| Participation rate | 54.2% | 60.1%-5.9pp | 69.0%-14.7pp | 67.9%-13.7pp |
| Annual return | 19.30% | 20.06%-0.8pp | 1168.45%-1149.1pp | 28.85%-9.5pp |
| Employer contribution / active EE | $2,103 | $1,265+66.3% | $2,380-11.6% | $2,588-18.7% |
| Participant deferral / active EE | $3,670 | $3,108+18.1% | $3,985-7.9% | $4,289-14.4% |
| Admin fee / account holder | $6,374 | $1,922+231.7% | $6,852-7.0% | $1,587+301.5% |