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 | $86,851 | $228,332-62.0% | $185,823-53.3% | $158,922-45.3% |
| Participation rate | 66.7% | 82.3%-15.6pp | 78.0%-11.4pp | 82.0%-15.3pp |
| Annual return | 28.95% | 40.80%-11.9pp | 35.95%-7.0pp | 302.83%-273.9pp |
| Employer contribution / active EE | $629 | $4,967-87.3% | $4,087-84.6% | $4,761-86.8% |
| Participant deferral / active EE | $2,788 | $6,415-56.5% | $5,632-50.5% | $5,982-53.4% |
| Admin fee / account holder | $555 | $11,864-95.3% | $9,500-94.2% | $11,246-95.1% |