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 | $69,019 | $165,335-58.3% | $149,696-53.9% | $158,922-56.6% |
| Participation rate | 66.7% | 84.6%-17.9pp | 82.5%-15.8pp | 82.0%-15.3pp |
| Annual return | 12.52% | 348.15%-335.6pp | 276.60%-264.1pp | 302.83%-290.3pp |
| Employer contribution / active EE | $2,794 | $5,103-45.3% | $4,644-39.8% | $4,761-41.3% |
| Participant deferral / active EE | $8,450 | $7,181+17.7% | $6,842+23.5% | $5,982+41.3% |
| Admin fee / account holder | $1,283 | $10,807-88.1% | $9,309-86.2% | $11,246-88.6% |