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 | $33,823 | $93,373-63.8% | $152,466-77.8% | $85,850-60.6% |
| Participation rate | 69.0% | 70.1%-1.1pp | 78.2%-9.2pp | 69.3%-0.3pp |
| Annual return | 19.05% | 21.84%-2.8pp | 757.33%-738.3pp | 318.53%-299.5pp |
| Employer contribution / active EE | $2,414 | $2,996-19.4% | $4,327-44.2% | $2,565-5.9% |
| Participant deferral / active EE | $3,856 | $4,550-15.3% | $5,820-33.8% | $3,952-2.4% |
| Admin fee / account holder | $2,946 | $13,853-78.7% | $15,805-81.4% | $6,260-52.9% |