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 | $30,246 | $159,901-81.1% | $146,958-79.4% | $145,922-79.3% |
| Participation rate | 68.8% | 84.0%-15.2pp | 82.2%-13.4pp | 80.3%-11.5pp |
| Annual return | 11.03% | 98.13%-87.1pp | 418.34%-407.3pp | 561.29%-550.3pp |
| Employer contribution / active EE | $1,545 | $5,286-70.8% | $4,933-68.7% | $4,660-66.8% |
| Participant deferral / active EE | $6,589 | $8,428-21.8% | $8,070-18.4% | $6,688-1.5% |
| Admin fee / account holder | $1,111 | $15,044-92.6% | $12,998-91.5% | $13,397-91.7% |