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 | $103,055 | $158,398-34.9% | $126,539-18.6% | $142,382-27.6% |
| Participation rate | 69.2% | 75.8%-6.6pp | 69.8%-0.6pp | 80.1%-10.9pp |
| Annual return | 13.29% | 593.76%-580.5pp | 425.95%-412.7pp | 217.08%-203.8pp |
| Employer contribution / active EE | $423 | $4,650-90.9% | $3,674-88.5% | $4,299-90.2% |
| Participant deferral / active EE | $3,939 | $4,767-17.4% | $4,083-3.5% | $6,507-39.5% |
| Admin fee / account holder | $659 | $6,918-90.5% | $6,065-89.1% | $12,624-94.8% |