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 | $66,953 | $106,890-37.4% | $84,015-20.3% | $152,861-56.2% |
| Participation rate | 43.5% | 75.2%-31.8pp | 69.0%-25.5pp | 82.4%-39.0pp |
| Annual return | 27.66% | 104.99%-77.3pp | 71.31%-43.6pp | 345.32%-317.7pp |
| Employer contribution / active EE | $827 | $2,734-69.7% | $1,983-58.3% | $4,762-82.6% |
| Participant deferral / active EE | $2,981 | $4,011-25.7% | $3,239-7.9% | $5,850-49.0% |
| Admin fee / account holder | $2,122 | $8,285-74.4% | $6,101-65.2% | $11,596-81.7% |