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 | $51,675 | $100,773-48.7% | $88,946-41.9% | $142,382-63.7% |
| Participation rate | 28.6% | 74.3%-45.7pp | 68.8%-40.3pp | 80.1%-51.5pp |
| Annual return | 19.41% | 70.18%-50.8pp | 57.82%-38.4pp | 217.08%-197.7pp |
| Employer contribution / active EE | $2,369 | $2,918-18.8% | $2,555-7.3% | $4,299-44.9% |
| Participant deferral / active EE | $5,196 | $5,230-0.7% | $4,581+13.4% | $6,507-20.2% |
| Admin fee / account holder | $6,434 | $9,693-33.6% | $8,261-22.1% | $12,624-49.0% |