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 | $42,213 | $108,919-61.2% | $100,391-58.0% | $145,922-71.1% |
| Participation rate | 61.5% | 82.9%-21.4pp | 81.5%-19.9pp | 80.3%-18.7pp |
| Annual return | 50.15% | 57.88%-7.7pp | 49.20%+0.9pp | 561.29%-511.1pp |
| Employer contribution / active EE | $3,464 | $4,419-21.6% | $3,942-12.1% | $4,660-25.7% |
| Participant deferral / active EE | $6,913 | $8,445-18.1% | $8,082-14.5% | $6,688+3.4% |
| Admin fee / account holder | $7,284 | $9,689-24.8% | $7,899-7.8% | $13,397-45.6% |