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 | $47,023 | $60,124-21.8% | $90,404-48.0% | $79,858-41.1% |
| Participation rate | 59.3% | 65.0%-5.7pp | 72.7%-13.4pp | 69.6%-10.4pp |
| Annual return | 14.71% | 71.94%-57.2pp | 1293.02%-1278.3pp | 31.71%-17.0pp |
| Employer contribution / active EE | $3,763 | $2,068+82.0% | $3,262+15.4% | $2,471+52.3% |
| Participant deferral / active EE | $6,931 | $2,938+135.9% | $3,963+74.9% | $3,740+85.3% |
| Admin fee / account holder | $4,061 | $3,976+2.1% | $5,611-27.6% | $5,306-23.5% |