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 7-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 | $59,876 | $101,317-40.9% | $146,958-59.3% | $74,495-19.6% |
| Participation rate | 37.8% | 75.5%-37.7pp | 82.2%-44.3pp | 67.2%-29.4pp |
| Annual return | 23.15% | 8730.91%-8707.8pp | 418.34%-395.2pp | 1364.94%-1341.8pp |
| Employer contribution / active EE | $1,788 | $3,810-53.1% | $4,933-63.7% | $2,623-31.8% |
| Participant deferral / active EE | $3,297 | $7,303-54.9% | $8,070-59.1% | $4,346-24.1% |
| Admin fee / account holder | $6,203 | $1,739+256.7% | $12,998-52.3% | $1,942+219.4% |