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 | $76,930 | $91,552-16.0% | $133,956-42.6% | $79,858-3.7% |
| Participation rate | 66.7% | 73.3%-6.7pp | 79.8%-13.2pp | 69.6%-3.0pp |
| Annual return | 109.18% | 61.85%+47.3pp | 45.09%+64.1pp | 31.71%+77.5pp |
| Employer contribution / active EE | $1,126 | $2,384-52.8% | $3,919-71.3% | $2,471-54.4% |
| Participant deferral / active EE | $3,054 | $3,733-18.2% | $5,048-39.5% | $3,740-18.3% |
| Admin fee / account holder | $68,061 | $6,321+976.8% | $8,927+662.4% | $5,306+1182.6% |