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 | $87,132 | $105,998-17.8% | $92,233-5.5% | $147,584-41.0% |
| Participation rate | 63.6% | 80.4%-16.8pp | 76.5%-12.8pp | 82.8%-19.2pp |
| Annual return | 18.43% | 50.05%-31.6pp | 176.28%-157.9pp | 578.55%-560.1pp |
| Employer contribution / active EE | $1,922 | $4,333-55.6% | $3,679-47.8% | $4,876-60.6% |
| Participant deferral / active EE | $3,249 | $4,478-27.4% | $3,897-16.6% | $5,439-40.3% |
| Admin fee / account holder | $4,466 | $6,332-29.5% | $5,194-14.0% | $10,885-59.0% |