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 | $84,074 | $106,584-21.1% | $101,326-17.0% | $142,382-41.0% |
| Participation rate | 50.0% | 82.7%-32.7pp | 81.5%-31.5pp | 80.1%-30.1pp |
| Annual return | 14.84% | 36.93%-22.1pp | 36.82%-22.0pp | 217.08%-202.2pp |
| Employer contribution / active EE | $22,425 | $3,956+466.9% | $3,665+511.8% | $4,299+421.6% |
| Participant deferral / active EE | $14,079 | $8,297+69.7% | $7,994+76.1% | $6,507+116.4% |
| Admin fee / account holder | $495 | $11,446-95.7% | $11,185-95.6% | $12,624-96.1% |