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 | $69,400 | $48,795+42.2% | $65,493+6.0% | $84,808-18.2% |
| Participation rate | 42.3% | 67.0%-24.7pp | 73.1%-30.8pp | 68.3%-26.0pp |
| Annual return | 15.09% | 20.20%-5.1pp | 982.45%-967.4pp | 40.90%-25.8pp |
| Employer contribution / active EE | $1,262 | $1,930-34.6% | $2,574-51.0% | $2,631-52.1% |
| Participant deferral / active EE | $1,537 | $2,928-47.5% | $3,961-61.2% | $4,212-63.5% |
| Admin fee / account holder | $3,039 | $3,877-21.6% | $5,028-39.6% | $7,344-58.6% |