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 | $117,592 | $202,432-41.9% | $169,368-30.6% | $139,434-15.7% |
| Participation rate | 21.4% | 81.1%-59.6pp | 77.1%-55.7pp | 80.3%-58.9pp |
| Annual return | 21.20% | 531.74%-510.5pp | 405.60%-384.4pp | 372.94%-351.7pp |
| Employer contribution / active EE | $0 | $4,692-100.0% | $4,013-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $2,861 | $6,938-58.8% | $6,221-54.0% | $6,710-57.4% |
| Admin fee / account holder | $2,788 | $10,708-74.0% | $9,003-69.0% | $11,403-75.6% |