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 | $78,908 | $90,397-12.7% | $76,002+3.8% | $145,959-45.9% |
| Participation rate | 37.5% | 74.5%-37.0pp | 69.1%-31.6pp | 80.3%-42.8pp |
| Annual return | 21.84% | 621.97%-600.1pp | 360.07%-338.2pp | 561.95%-540.1pp |
| Employer contribution / active EE | $1,223 | $3,317-63.1% | $2,688-54.5% | $4,661-73.8% |
| Participant deferral / active EE | $3,268 | $5,163-36.7% | $4,257-23.2% | $6,689-51.1% |
| Admin fee / account holder | $23,150 | $8,369+176.6% | $6,414+261.0% | $13,398+72.8% |