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 | $47,303 | $175,202-73.0% | $149,673-68.4% | $139,434-66.1% |
| Participation rate | 46.7% | 83.4%-36.7pp | 78.8%-32.1pp | 80.3%-33.7pp |
| Annual return | 17.13% | 166.71%-149.6pp | 134.42%-117.3pp | 372.94%-355.8pp |
| Employer contribution / active EE | $1,197 | $5,474-78.1% | $4,818-75.2% | $4,751-74.8% |
| Participant deferral / active EE | $2,730 | $6,519-58.1% | $5,680-51.9% | $6,710-59.3% |
| Admin fee / account holder | $816 | $16,150-94.9% | $13,210-93.8% | $11,403-92.8% |