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 | $67,979 | $107,334-36.7% | $92,893-26.8% | $152,861-55.5% |
| Participation rate | 66.7% | 79.8%-13.1pp | 76.0%-9.3pp | 82.4%-15.8pp |
| Annual return | 25.73% | 145.58%-119.8pp | 109.41%-83.7pp | 345.32%-319.6pp |
| Employer contribution / active EE | $1,819 | $4,221-56.9% | $3,653-50.2% | $4,762-61.8% |
| Participant deferral / active EE | $2,335 | $4,845-51.8% | $4,236-44.9% | $5,850-60.1% |
| Admin fee / account holder | $2,128 | $7,079-69.9% | $5,794-63.3% | $11,596-81.7% |