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 5-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 | $39,015 | $175,202-77.7% | $149,673-73.9% | $139,434-72.0% |
| Participation rate | 39.1% | 83.4%-44.2pp | 78.8%-39.6pp | 80.3%-41.2pp |
| Annual return | 28.19% | 166.71%-138.5pp | 134.42%-106.2pp | 372.94%-344.8pp |
| Employer contribution / active EE | $1,686 | $5,474-69.2% | $4,818-65.0% | $4,751-64.5% |
| Participant deferral / active EE | $5,703 | $6,519-12.5% | $5,680+0.4% | $6,710-15.0% |
| Admin fee / account holder | $532 | $16,150-96.7% | $13,210-96.0% | $11,403-95.3% |