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 | $42,493 | $105,998-59.9% | $92,233-53.9% | $147,584-71.2% |
| Participation rate | 55.6% | 80.4%-24.9pp | 76.5%-20.9pp | 82.8%-27.3pp |
| Annual return | 49.75% | 50.05%-0.3pp | 176.28%-126.5pp | 578.55%-528.8pp |
| Employer contribution / active EE | $3,305 | $4,333-23.7% | $3,679-10.2% | $4,876-32.2% |
| Participant deferral / active EE | $4,836 | $4,478+8.0% | $3,897+24.1% | $5,439-11.1% |
| Admin fee / account holder | $577 | $6,332-90.9% | $5,194-88.9% | $10,885-94.7% |