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 | $68,075 | $133,922-49.2% | $116,228-41.4% | $142,382-52.2% |
| Participation rate | 69.6% | 77.9%-8.3pp | 74.6%-5.0pp | 80.1%-10.6pp |
| Annual return | 22.28% | 147.76%-125.5pp | 90.06%-67.8pp | 217.08%-194.8pp |
| Employer contribution / active EE | $2,731 | $3,446-20.8% | $2,994-8.8% | $4,299-36.5% |
| Participant deferral / active EE | $9,724 | $5,672+71.4% | $4,953+96.3% | $6,507+49.4% |
| Admin fee / account holder | $22,679 | $14,945+51.7% | $11,989+89.2% | $12,624+79.7% |