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 | $69,551 | $123,909-43.9% | $69,647-0.1% | $145,922-52.3% |
| Participation rate | 41.2% | 69.2%-28.0pp | 66.5%-25.3pp | 80.3%-39.1pp |
| Annual return | 13.72% | 190.55%-176.8pp | 100.48%-86.8pp | 561.29%-547.6pp |
| Employer contribution / active EE | $1,548 | $2,682-42.3% | $1,712-9.6% | $4,660-66.8% |
| Participant deferral / active EE | $5,279 | $4,236+24.6% | $2,886+82.9% | $6,688-21.1% |
| Admin fee / account holder | $11,266 | $7,863+43.3% | $4,713+139.1% | $13,397-15.9% |