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 | $68,064 | $183,963-63.0% | $162,163-58.0% | $152,861-55.5% |
| Participation rate | 45.5% | 88.5%-43.1pp | 87.6%-42.1pp | 82.4%-37.0pp |
| Annual return | 23.97% | 150.76%-126.8pp | 115.59%-91.6pp | 345.32%-321.3pp |
| Employer contribution / active EE | $7,022 | $6,371+10.2% | $5,614+25.1% | $4,762+47.5% |
| Participant deferral / active EE | $8,409 | $8,034+4.7% | $7,298+15.2% | $5,850+43.7% |
| Admin fee / account holder | $23,305 | $13,121+77.6% | $10,843+114.9% | $11,596+101.0% |