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 | $100,885 | $133,922-24.7% | $116,228-13.2% | $142,382-29.1% |
| Participation rate | 52.2% | 77.9%-25.7pp | 74.6%-22.4pp | 80.1%-27.9pp |
| Annual return | 15.02% | 147.76%-132.7pp | 90.06%-75.0pp | 217.08%-202.1pp |
| Employer contribution / active EE | $1,402 | $3,446-59.3% | $2,994-53.2% | $4,299-67.4% |
| Participant deferral / active EE | $2,429 | $5,672-57.2% | $4,953-51.0% | $6,507-62.7% |
| Admin fee / account holder | $5,585 | $14,945-62.6% | $11,989-53.4% | $12,624-55.8% |