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 | $79,488 | $102,966-22.8% | $90,281-12.0% | $152,861-48.0% |
| Participation rate | 65.0% | 75.9%-10.9pp | 73.3%-8.3pp | 82.4%-17.4pp |
| Annual return | 22.63% | 95.16%-72.5pp | 78.10%-55.5pp | 345.32%-322.7pp |
| Employer contribution / active EE | $0 | $3,139-100.0% | $2,854-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $3,148 | $4,281-26.5% | $3,885-19.0% | $5,850-46.2% |
| Admin fee / account holder | $1,875 | $6,171-69.6% | $5,351-65.0% | $11,596-83.8% |