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 | $61,457 | $144,119-57.4% | $117,854-47.9% | $147,584-58.4% |
| Participation rate | 36.4% | 83.4%-47.1pp | 79.7%-43.3pp | 82.8%-46.5pp |
| Annual return | 14.27% | 531.15%-516.9pp | 335.08%-320.8pp | 578.55%-564.3pp |
| Employer contribution / active EE | $904 | $4,896-81.5% | $3,786-76.1% | $4,876-81.5% |
| Participant deferral / active EE | $2,164 | $5,316-59.3% | $4,482-51.7% | $5,439-60.2% |
| Admin fee / account holder | $7,054 | $10,886-35.2% | $8,020-12.0% | $10,885-35.2% |