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 | $63,372 | $217,402-70.9% | $185,823-65.9% | $167,490-62.2% |
| Participation rate | 56.5% | 86.0%-29.5pp | 81.7%-25.2pp | 82.1%-25.6pp |
| Annual return | 15.97% | 148.36%-132.4pp | 122.05%-106.1pp | 478.56%-462.6pp |
| Employer contribution / active EE | $2,273 | $5,873-61.3% | $5,167-56.0% | $4,837-53.0% |
| Participant deferral / active EE | $4,318 | $6,356-32.1% | $5,568-22.5% | $6,341-31.9% |
| Admin fee / account holder | $2,004 | $19,811-89.9% | $16,237-87.7% | $12,309-83.7% |