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 | $56,703 | $144,119-60.7% | $117,854-51.9% | $147,584-61.6% |
| Participation rate | 69.6% | 83.4%-13.9pp | 79.7%-10.1pp | 82.8%-13.3pp |
| Annual return | 9.35% | 531.15%-521.8pp | 335.08%-325.7pp | 578.55%-569.2pp |
| Employer contribution / active EE | $1,344 | $4,896-72.6% | $3,786-64.5% | $4,876-72.4% |
| Participant deferral / active EE | $1,995 | $5,316-62.5% | $4,482-55.5% | $5,439-63.3% |
| Admin fee / account holder | $6,608 | $10,886-39.3% | $8,020-17.6% | $10,885-39.3% |