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 | $25,571 | $61,272-58.3% | $149,673-82.9% | $71,457-64.2% |
| Participation rate | 63.0% | 62.5%+0.5pp | 78.8%-15.8pp | 67.9%-4.9pp |
| Annual return | 138.36% | 35.85%+102.5pp | 134.42%+3.9pp | 28.85%+109.5pp |
| Employer contribution / active EE | $1,033 | $2,378-56.6% | $4,818-78.6% | $2,588-60.1% |
| Participant deferral / active EE | $2,312 | $2,917-20.8% | $5,680-59.3% | $4,289-46.1% |
| Admin fee / account holder | $3,231 | $1,261+156.1% | $13,210-75.5% | $1,587+103.5% |