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 | $65,664 | $107,334-38.8% | $92,893-29.3% | $152,861-57.0% |
| Participation rate | 43.8% | 79.8%-36.0pp | 76.0%-32.3pp | 82.4%-38.7pp |
| Annual return | 26.99% | 145.58%-118.6pp | 109.41%-82.4pp | 345.32%-318.3pp |
| Employer contribution / active EE | $1,373 | $4,221-67.5% | $3,653-62.4% | $4,762-71.2% |
| Participant deferral / active EE | $4,805 | $4,845-0.8% | $4,236+13.4% | $5,850-17.9% |
| Admin fee / account holder | $1,535 | $7,079-78.3% | $5,794-73.5% | $11,596-86.8% |