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 | $85,047 | $150,187-43.4% | $120,354-29.3% | $145,922-41.7% |
| Participation rate | 52.4% | 78.8%-26.4pp | 71.9%-19.5pp | 80.3%-27.9pp |
| Annual return | 14.20% | 154.07%-139.9pp | 107.15%-93.0pp | 561.29%-547.1pp |
| Employer contribution / active EE | $3,036 | $4,348-30.2% | $3,463-12.3% | $4,660-34.9% |
| Participant deferral / active EE | $4,438 | $6,173-28.1% | $4,991-11.1% | $6,688-33.6% |
| Admin fee / account holder | $4,516 | $12,207-63.0% | $9,423-52.1% | $13,397-66.3% |