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 | $31,017 | $112,881-72.5% | $90,951-65.9% | $158,922-80.5% |
| Participation rate | 68.2% | 74.7%-6.5pp | 69.0%-0.8pp | 82.0%-13.8pp |
| Annual return | 13.11% | 215.79%-202.7pp | 134.60%-121.5pp | 302.83%-289.7pp |
| Employer contribution / active EE | $1,566 | $2,893-45.9% | $2,122-26.2% | $4,761-67.1% |
| Participant deferral / active EE | $2,478 | $4,128-40.0% | $3,373-26.5% | $5,982-58.6% |
| Admin fee / account holder | $1,817 | $8,041-77.4% | $5,959-69.5% | $11,246-83.8% |