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 | $44,086 | $105,859-58.4% | $90,160-51.1% | $147,584-70.1% |
| Participation rate | 33.3% | 79.7%-46.4pp | 76.9%-43.5pp | 82.8%-49.5pp |
| Annual return | 19.75% | 37.63%-17.9pp | 34.88%-15.1pp | 578.55%-558.8pp |
| Employer contribution / active EE | $1,625 | $4,126-60.6% | $3,318-51.0% | $4,876-66.7% |
| Participant deferral / active EE | $2,633 | $5,733-54.1% | $5,288-50.2% | $5,439-51.6% |
| Admin fee / account holder | $9,232 | $8,046+14.7% | $5,943+55.3% | $10,885-15.2% |