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 | $84,071 | $157,256-46.5% | $141,162-40.4% | $152,861-45.0% |
| Participation rate | 50.0% | 84.8%-34.8pp | 82.5%-32.5pp | 82.4%-32.4pp |
| Annual return | 22.67% | 64.32%-41.7pp | 71.39%-48.7pp | 345.32%-322.6pp |
| Employer contribution / active EE | $2,403 | $5,261-54.3% | $4,735-49.3% | $4,762-49.5% |
| Participant deferral / active EE | $4,232 | $7,109-40.5% | $6,709-36.9% | $5,850-27.7% |
| Admin fee / account holder | $898 | $12,120-92.6% | $10,261-91.2% | $11,596-92.3% |