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 4-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 | $56,769 | $102,317-44.5% | $146,958-61.4% | $80,856-29.8% |
| Participation rate | 53.8% | 75.8%-22.0pp | 82.2%-28.3pp | 67.6%-13.8pp |
| Annual return | 13.93% | 134.76%-120.8pp | 418.34%-404.4pp | 35.59%-21.7pp |
| Employer contribution / active EE | $2,982 | $3,713-19.7% | $4,933-39.6% | $2,755+8.2% |
| Participant deferral / active EE | $7,142 | $6,644+7.5% | $8,070-11.5% | $4,296+66.3% |
| Admin fee / account holder | $9,837 | $7,941+23.9% | $12,998-24.3% | $6,918+42.2% |