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 | $37,893 | $144,119-73.7% | $117,854-67.8% | $147,584-74.3% |
| Participation rate | 61.9% | 83.4%-21.5pp | 79.7%-17.8pp | 82.8%-20.9pp |
| Annual return | 19.22% | 531.15%-511.9pp | 335.08%-315.9pp | 578.55%-559.3pp |
| Employer contribution / active EE | $1,684 | $4,896-65.6% | $3,786-55.5% | $4,876-65.5% |
| Participant deferral / active EE | $1,862 | $5,316-65.0% | $4,482-58.5% | $5,439-65.8% |
| Admin fee / account holder | $319 | $10,886-97.1% | $8,020-96.0% | $10,885-97.1% |