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 | $70,740 | $104,907-32.6% | $84,611-16.4% | $152,861-53.7% |
| Participation rate | 40.0% | 74.8%-34.8pp | 68.2%-28.2pp | 82.4%-42.4pp |
| Annual return | 25.43% | 373.79%-348.4pp | 258.74%-233.3pp | 345.32%-319.9pp |
| Employer contribution / active EE | $2,373 | $3,302-28.1% | $2,652-10.5% | $4,762-50.2% |
| Participant deferral / active EE | $6,803 | $4,688+45.1% | $3,899+74.5% | $5,850+16.3% |
| Admin fee / account holder | $9,303 | $6,241+49.1% | $4,912+89.4% | $11,596-19.8% |