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 | $92,656 | $118,680-21.9% | $98,907-6.3% | $158,922-41.7% |
| Participation rate | 40.0% | 77.8%-37.8pp | 76.0%-36.0pp | 82.0%-42.0pp |
| Annual return | 15.07% | 372.35%-357.3pp | 196.43%-181.4pp | 302.83%-287.8pp |
| Employer contribution / active EE | $532 | $3,333-84.0% | $2,689-80.2% | $4,761-88.8% |
| Participant deferral / active EE | $2,217 | $5,088-56.4% | $4,244-47.8% | $5,982-62.9% |
| Admin fee / account holder | $5,089 | $10,131-49.8% | $6,642-23.4% | $11,246-54.7% |