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 | $58,931 | $99,020-40.5% | $86,590-31.9% | $147,584-60.1% |
| Participation rate | 61.9% | 76.3%-14.4pp | 73.5%-11.6pp | 82.8%-20.9pp |
| Annual return | 16.29% | 1312.34%-1296.0pp | 964.84%-948.6pp | 578.55%-562.3pp |
| Employer contribution / active EE | $1,251 | $3,132-60.1% | $2,839-55.9% | $4,876-74.3% |
| Participant deferral / active EE | $3,269 | $3,972-17.7% | $3,609-9.4% | $5,439-39.9% |
| Admin fee / account holder | $749 | $5,710-86.9% | $4,906-84.7% | $10,885-93.1% |