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 | $46,358 | $65,561-29.3% | $86,188-46.2% | $75,163-38.3% |
| Participation rate | 60.5% | 60.5%0pp | 69.0%-8.5pp | 67.2%-6.7pp |
| Annual return | 24.84% | 46.05%-21.2pp | 1168.45%-1143.6pp | 160.62%-135.8pp |
| Employer contribution / active EE | $2,580 | $1,553+66.1% | $2,380+8.4% | $2,670-3.4% |
| Participant deferral / active EE | $5,308 | $3,024+75.5% | $3,985+33.2% | $4,125+28.7% |
| Admin fee / account holder | $1,031 | $5,474-81.2% | $6,852-85.0% | $5,651-81.8% |