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 | $108,552 | $78,705+37.9% | $117,854-7.9% | $70,131+54.8% |
| Participation rate | 58.6% | 73.2%-14.6pp | 79.7%-21.0pp | 69.5%-10.9pp |
| Annual return | 15.54% | 23.30%-7.8pp | 335.08%-319.5pp | 73.14%-57.6pp |
| Employer contribution / active EE | $1,523 | $2,223-31.5% | $3,786-59.8% | $2,342-35.0% |
| Participant deferral / active EE | $4,831 | $3,297+46.5% | $4,482+7.8% | $3,332+45.0% |
| Admin fee / account holder | $20,732 | $5,065+309.3% | $8,020+158.5% | $4,645+346.3% |