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 | $37,927 | $98,750-61.6% | $149,696-74.7% | $79,858-52.5% |
| Participation rate | 56.0% | 75.8%-19.8pp | 82.5%-26.5pp | 69.6%-13.6pp |
| Annual return | 15.75% | 27.43%-11.7pp | 276.60%-260.9pp | 31.71%-16.0pp |
| Employer contribution / active EE | $2,053 | $3,216-36.2% | $4,644-55.8% | $2,471-16.9% |
| Participant deferral / active EE | $5,720 | $5,680+0.7% | $6,842-16.4% | $3,740+52.9% |
| Admin fee / account holder | $5,179 | $6,053-14.4% | $9,309-44.4% | $5,306-2.4% |