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 | $118,727 | $53,516+121.9% | $126,539-6.2% | $84,808+40.0% |
| Participation rate | 50.8% | 58.2%-7.4pp | 69.8%-19.0pp | 68.3%-17.5pp |
| Annual return | 15.27% | 58.34%-43.1pp | 425.95%-410.7pp | 40.90%-25.6pp |
| Employer contribution / active EE | $665 | $1,535-56.7% | $3,674-81.9% | $2,631-74.7% |
| Participant deferral / active EE | $2,829 | $2,671+5.9% | $4,083-30.7% | $4,212-32.8% |
| Admin fee / account holder | $6,709 | $4,497+49.2% | $6,065+10.6% | $7,344-8.6% |