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 | $59,513 | $175,202-66.0% | $149,673-60.2% | $139,434-57.3% |
| Participation rate | 61.1% | 83.4%-22.3pp | 78.8%-17.7pp | 80.3%-19.2pp |
| Annual return | 15.89% | 166.71%-150.8pp | 134.42%-118.5pp | 372.94%-357.1pp |
| Employer contribution / active EE | $2,175 | $5,474-60.3% | $4,818-54.9% | $4,751-54.2% |
| Participant deferral / active EE | $5,260 | $6,519-19.3% | $5,680-7.4% | $6,710-21.6% |
| Admin fee / account holder | $1,236 | $16,150-92.3% | $13,210-90.6% | $11,403-89.2% |