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 | $50,884 | $63,346-19.7% | $92,233-44.8% | $70,131-27.4% |
| Participation rate | 50.0% | 68.7%-18.7pp | 76.5%-26.5pp | 69.5%-19.5pp |
| Annual return | 15.00% | 530.12%-515.1pp | 176.28%-161.3pp | 73.14%-58.1pp |
| Employer contribution / active EE | $759 | $2,471-69.3% | $3,679-79.4% | $2,342-67.6% |
| Participant deferral / active EE | $1,555 | $2,854-45.5% | $3,897-60.1% | $3,332-53.3% |
| Admin fee / account holder | $903 | $3,840-76.5% | $5,194-82.6% | $4,645-80.6% |