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 | $54,694 | $85,766-36.2% | $136,294-59.9% | $70,131-22.0% |
| Participation rate | 49.4% | 74.2%-24.8pp | 81.9%-32.5pp | 69.5%-20.1pp |
| Annual return | 40.42% | 31.45%+9.0pp | 5155.94%-5115.5pp | 73.14%-32.7pp |
| Employer contribution / active EE | $1,248 | $2,966-57.9% | $4,695-73.4% | $2,342-46.7% |
| Participant deferral / active EE | $4,387 | $5,051-13.1% | $6,247-29.8% | $3,332+31.7% |
| Admin fee / account holder | $1,834 | $5,420-66.2% | $9,243-80.2% | $4,645-60.5% |