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 | $25,118 | $99,079-74.6% | $77,999-67.8% | $273,961-90.8% |
| Participation rate | 63.6% | 78.6%-14.9pp | 75.5%-11.9pp | 83.0%-19.4pp |
| Annual return | 11.78% | 217.93%-206.2pp | 425.96%-414.2pp | 41.45%-29.7pp |
| Employer contribution / active EE | $3,057 | $3,308-7.6% | $2,470+23.8% | $4,869-37.2% |
| Participant deferral / active EE | $2,039 | $4,306-52.7% | $3,497-41.7% | $5,287-61.4% |
| Admin fee / account holder | $768 | $8,954-91.4% | $5,480-86.0% | $10,132-92.4% |