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 | $66,044 | $65,409+1.0% | $98,442-32.9% | $85,850-23.1% |
| Participation rate | 50.8% | 65.0%-14.1pp | 73.3%-22.5pp | 69.3%-18.5pp |
| Annual return | 11.91% | 21.76%-9.8pp | 1492.73%-1480.8pp | 318.53%-306.6pp |
| Employer contribution / active EE | $1,654 | $2,168-23.7% | $2,960-44.1% | $2,565-35.5% |
| Participant deferral / active EE | $4,961 | $3,166+56.7% | $4,276+16.0% | $3,952+25.5% |
| Admin fee / account holder | $2,309 | $4,593-49.7% | $5,949-61.2% | $6,260-63.1% |