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 | $63,889 | $149,040-57.1% | $120,225-46.9% | $137,256-53.5% |
| Participation rate | 33.3% | 75.4%-42.1pp | 69.6%-36.2pp | 80.0%-46.6pp |
| Annual return | 15.93% | 605.68%-589.8pp | 439.23%-423.3pp | 220.34%-204.4pp |
| Employer contribution / active EE | $664 | $4,350-84.7% | $3,475-80.9% | $4,156-84.0% |
| Participant deferral / active EE | $1,411 | $4,655-69.7% | $3,999-64.7% | $6,407-78.0% |
| Admin fee / account holder | $5,562 | $6,348-12.4% | $5,696-2.4% | $12,270-54.7% |