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 | $50,111 | $65,409-23.4% | $98,442-49.1% | $85,850-41.6% |
| Participation rate | 34.2% | 65.0%-30.8pp | 73.3%-39.1pp | 69.3%-35.1pp |
| Annual return | 14.08% | 21.76%-7.7pp | 1492.73%-1478.6pp | 318.53%-304.5pp |
| Employer contribution / active EE | $953 | $2,168-56.0% | $2,960-67.8% | $2,565-62.8% |
| Participant deferral / active EE | $1,777 | $3,166-43.9% | $4,276-58.5% | $3,952-55.0% |
| Admin fee / account holder | $12,554 | $4,593+173.3% | $5,949+111.0% | $6,260+100.5% |