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 | $95,288 | $99,652-4.4% | $78,778+21.0% | $147,584-35.4% |
| Participation rate | 59.1% | 76.2%-17.1pp | 69.2%-10.1pp | 82.8%-23.7pp |
| Annual return | 15.54% | 47.28%-31.7pp | 35.62%-20.1pp | 578.55%-563.0pp |
| Employer contribution / active EE | $1,405 | $2,796-49.7% | $1,986-29.2% | $4,876-71.2% |
| Participant deferral / active EE | $2,280 | $3,664-37.8% | $2,958-22.9% | $5,439-58.1% |
| Admin fee / account holder | $4,390 | $7,155-38.7% | $5,134-14.5% | $10,885-59.7% |