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 | $73,164 | $179,726-59.3% | $156,263-53.2% | $142,382-48.6% |
| Participation rate | 68.8% | 82.1%-13.3pp | 78.9%-10.2pp | 80.1%-11.4pp |
| Annual return | 10.42% | 77.86%-67.4pp | 59.47%-49.0pp | 217.08%-206.7pp |
| Employer contribution / active EE | $1,815 | $5,069-64.2% | $4,333-58.1% | $4,299-57.8% |
| Participant deferral / active EE | $5,836 | $6,956-16.1% | $6,158-5.2% | $6,507-10.3% |
| Admin fee / account holder | $39,146 | $17,272+126.6% | $14,255+174.6% | $12,624+210.1% |