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 | $62,734 | $183,519-65.8% | $155,509-59.7% | $145,922-57.0% |
| Participation rate | 68.2% | 82.7%-14.5pp | 78.2%-10.0pp | 80.3%-12.1pp |
| Annual return | 9.05% | 61.17%-52.1pp | 64.67%-55.6pp | 561.29%-552.2pp |
| Employer contribution / active EE | $2,153 | $5,313-59.5% | $4,672-53.9% | $4,660-53.8% |
| Participant deferral / active EE | $4,378 | $6,462-32.3% | $5,626-22.2% | $6,688-34.5% |
| Admin fee / account holder | $6,134 | $19,313-68.2% | $15,912-61.5% | $13,397-54.2% |