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 | $26,118 | $63,346-58.8% | $92,233-71.7% | $70,131-62.8% |
| Participation rate | 62.5% | 68.7%-6.2pp | 76.5%-14.0pp | 69.5%-7.0pp |
| Annual return | 18.92% | 530.12%-511.2pp | 176.28%-157.4pp | 73.14%-54.2pp |
| Employer contribution / active EE | $1,666 | $2,471-32.6% | $3,679-54.7% | $2,342-28.9% |
| Participant deferral / active EE | $2,360 | $2,854-17.3% | $3,897-39.4% | $3,332-29.2% |
| Admin fee / account holder | $2,229 | $3,840-42.0% | $5,194-57.1% | $4,645-52.0% |