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 | $61,699 | $73,515-16.1% | $62,995-2.1% | $147,584-58.2% |
| Participation rate | 57.1% | 77.9%-20.7pp | 74.8%-17.7pp | 82.8%-25.7pp |
| Annual return | 21.65% | 175.43%-153.8pp | 87.57%-65.9pp | 578.55%-556.9pp |
| Employer contribution / active EE | $821 | $3,320-75.3% | $2,759-70.2% | $4,876-83.2% |
| Participant deferral / active EE | $3,433 | $4,185-18.0% | $3,329+3.1% | $5,439-36.9% |
| Admin fee / account holder | $3,521 | $5,953-40.9% | $3,600-2.2% | $10,885-67.7% |