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 | $18,873 | $106,515-82.3% | $96,683-80.5% | $139,434-86.5% |
| Participation rate | 60.0% | 77.8%-17.8pp | 74.3%-14.3pp | 80.3%-20.3pp |
| Annual return | 45.34% | 38.43%+6.9pp | 35.69%+9.6pp | 372.94%-327.6pp |
| Employer contribution / active EE | $1,087 | $4,103-73.5% | $3,737-70.9% | $4,751-77.1% |
| Participant deferral / active EE | $1,611 | $5,454-70.5% | $4,878-67.0% | $6,710-76.0% |
| Admin fee / account holder | $5,132 | $7,877-34.8% | $6,730-23.7% | $11,403-55.0% |