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 | $48,461 | $124,319-61.0% | $111,297-56.5% | $167,490-71.1% |
| Participation rate | 63.6% | 79.6%-16.0pp | 77.3%-13.7pp | 82.1%-18.5pp |
| Annual return | 12.79% | 37.44%-24.6pp | 54.65%-41.9pp | 478.56%-465.8pp |
| Employer contribution / active EE | $1,056 | $3,435-69.3% | $2,731-61.3% | $4,837-78.2% |
| Participant deferral / active EE | $2,331 | $5,180-55.0% | $4,487-48.1% | $6,341-63.2% |
| Admin fee / account holder | $1,165 | $10,618-89.0% | $7,964-85.4% | $12,309-90.5% |