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 | $24,383 | $63,346-61.5% | $92,233-73.6% | $70,131-65.2% |
| Participation rate | 67.1% | 68.7%-1.6pp | 76.5%-9.4pp | 69.5%-2.4pp |
| Annual return | 21.56% | 530.12%-508.6pp | 176.28%-154.7pp | 73.14%-51.6pp |
| Employer contribution / active EE | $3,749 | $2,471+51.7% | $3,679+1.9% | $2,342+60.0% |
| Participant deferral / active EE | $3,353 | $2,854+17.5% | $3,897-14.0% | $3,332+0.6% |
| Admin fee / account holder | $392 | $3,840-89.8% | $5,194-92.5% | $4,645-91.6% |