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 | $72,123 | $58,927+22.4% | $76,817-6.1% | $72,985-1.2% |
| Participation rate | 27.4% | 67.3%-39.9pp | 72.1%-44.7pp | 69.5%-42.1pp |
| Annual return | 22.27% | 2305.64%-2283.4pp | 1166.11%-1143.8pp | 81.00%-58.7pp |
| Employer contribution / active EE | $671 | $1,787-62.4% | $2,302-70.8% | $2,440-72.5% |
| Participant deferral / active EE | $1,049 | $2,690-61.0% | $3,336-68.5% | $3,607-70.9% |
| Admin fee / account holder | $4,256 | $4,013+6.1% | $6,420-33.7% | $5,124-16.9% |