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 | $63,344 | $90,600-30.1% | $79,464-20.3% | $135,375-53.2% |
| Participation rate | 42.9% | 76.0%-33.2pp | 73.3%-30.5pp | 82.6%-39.8pp |
| Annual return | 8.13% | 977.43%-969.3pp | 718.14%-710.0pp | 519.73%-511.6pp |
| Employer contribution / active EE | $1,599 | $3,068-47.9% | $2,800-42.9% | $4,779-66.5% |
| Participant deferral / active EE | $3,713 | $4,050-8.3% | $3,704+0.3% | $5,609-33.8% |
| Admin fee / account holder | $2,331 | $5,907-60.5% | $5,113-54.4% | $10,827-78.5% |