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 | $68,527 | $209,411-67.3% | $178,490-61.6% | $158,922-56.9% |
| Participation rate | 60.0% | 86.3%-26.3pp | 81.9%-21.9pp | 82.0%-22.0pp |
| Annual return | 30.69% | 188.75%-158.1pp | 151.07%-120.4pp | 302.83%-272.1pp |
| Employer contribution / active EE | $9,969 | $5,706+74.7% | $5,011+99.0% | $4,761+109.4% |
| Participant deferral / active EE | $10,158 | $5,954+70.6% | $5,202+95.3% | $5,982+69.8% |
| Admin fee / account holder | $1,209 | $17,074-92.9% | $13,984-91.4% | $11,246-89.2% |