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 | $32,151 | $107,334-70.0% | $92,893-65.4% | $152,861-79.0% |
| Participation rate | 64.7% | 79.8%-15.1pp | 76.0%-11.3pp | 82.4%-17.7pp |
| Annual return | 22.57% | 145.58%-123.0pp | 109.41%-86.8pp | 345.32%-322.8pp |
| Employer contribution / active EE | $1,300 | $4,221-69.2% | $3,653-64.4% | $4,762-72.7% |
| Participant deferral / active EE | $4,484 | $4,845-7.4% | $4,236+5.9% | $5,850-23.3% |
| Admin fee / account holder | $3,766 | $7,079-46.8% | $5,794-35.0% | $11,596-67.5% |