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 | $72,815 | $98,750-26.3% | $149,696-51.4% | $79,858-8.8% |
| Participation rate | 65.2% | 75.8%-10.6pp | 82.5%-17.3pp | 69.6%-4.4pp |
| Annual return | 12.95% | 27.43%-14.5pp | 276.60%-263.6pp | 31.71%-18.8pp |
| Employer contribution / active EE | $1,846 | $3,216-42.6% | $4,644-60.3% | $2,471-25.3% |
| Participant deferral / active EE | $2,375 | $5,680-58.2% | $6,842-65.3% | $3,740-36.5% |
| Admin fee / account holder | $4,228 | $6,053-30.1% | $9,309-54.6% | $5,306-20.3% |