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 | $45,535 | $111,814-59.3% | $103,374-56.0% | $145,959-68.8% |
| Participation rate | 68.4% | 77.9%-9.5pp | 74.5%-6.1pp | 80.3%-11.9pp |
| Annual return | 15.51% | 24.77%-9.3pp | 24.89%-9.4pp | 561.95%-546.4pp |
| Employer contribution / active EE | $2,385 | $4,214-43.4% | $3,869-38.4% | $4,661-48.8% |
| Participant deferral / active EE | $3,874 | $5,618-31.0% | $5,058-23.4% | $6,689-42.1% |
| Admin fee / account holder | $2,694 | $9,754-72.4% | $8,394-67.9% | $13,398-79.9% |