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 | $53,786 | $107,334-49.9% | $92,893-42.1% | $152,861-64.8% |
| Participation rate | 33.3% | 79.8%-46.5pp | 76.0%-42.7pp | 82.4%-49.1pp |
| Annual return | 22.94% | 145.58%-122.6pp | 109.41%-86.5pp | 345.32%-322.4pp |
| Employer contribution / active EE | $1,559 | $4,221-63.1% | $3,653-57.3% | $4,762-67.3% |
| Participant deferral / active EE | $2,628 | $4,845-45.8% | $4,236-38.0% | $5,850-55.1% |
| Admin fee / account holder | $2,721 | $7,079-61.6% | $5,794-53.0% | $11,596-76.5% |