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 | $96,852 | $144,119-32.8% | $117,854-17.8% | $147,584-34.4% |
| Participation rate | 64.7% | 83.4%-18.7pp | 79.7%-15.0pp | 82.8%-18.1pp |
| Annual return | 14.80% | 531.15%-516.4pp | 335.08%-320.3pp | 578.55%-563.8pp |
| Employer contribution / active EE | $1,785 | $4,896-63.5% | $3,786-52.9% | $4,876-63.4% |
| Participant deferral / active EE | $7,061 | $5,316+32.8% | $4,482+57.6% | $5,439+29.8% |
| Admin fee / account holder | $1,073 | $10,886-90.1% | $8,020-86.6% | $10,885-90.1% |