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 | $78,353 | $99,020-20.9% | $86,590-9.5% | $147,584-46.9% |
| Participation rate | 23.1% | 76.3%-53.3pp | 73.5%-50.5pp | 82.8%-59.8pp |
| Annual return | 18.06% | 1312.34%-1294.3pp | 964.84%-946.8pp | 578.55%-560.5pp |
| Employer contribution / active EE | $671 | $3,132-78.6% | $2,839-76.4% | $4,876-86.2% |
| Participant deferral / active EE | $4,276 | $3,972+7.6% | $3,609+18.5% | $5,439-21.4% |
| Admin fee / account holder | $1,937 | $5,710-66.1% | $4,906-60.5% | $10,885-82.2% |