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 | $51,839 | $99,957-48.1% | $149,696-65.4% | $73,488-29.5% |
| Participation rate | 64.0% | 75.7%-11.7pp | 82.5%-18.4pp | 70.7%-6.6pp |
| Annual return | 13.96% | 53.87%-39.9pp | 276.60%-262.6pp | 28.51%-14.6pp |
| Employer contribution / active EE | $2,143 | $3,191-32.9% | $4,644-53.9% | $2,270-5.6% |
| Participant deferral / active EE | $3,374 | $6,073-44.4% | $6,842-50.7% | $3,740-9.8% |
| Admin fee / account holder | $867 | $551+57.5% | $9,309-90.7% | $513+69.0% |