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 | $78,903 | $121,625-35.1% | $104,607-24.6% | $158,922-50.4% |
| Participation rate | 37.5% | 77.5%-40.0pp | 74.1%-36.6pp | 82.0%-44.5pp |
| Annual return | 17.23% | 465.26%-448.0pp | 340.46%-323.2pp | 302.83%-285.6pp |
| Employer contribution / active EE | $213 | $3,163-93.3% | $2,681-92.0% | $4,761-95.5% |
| Participant deferral / active EE | $963 | $4,177-76.9% | $3,740-74.2% | $5,982-83.9% |
| Admin fee / account holder | $374 | $7,787-95.2% | $6,473-94.2% | $11,246-96.7% |