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 | $84,201 | $107,334-21.6% | $92,893-9.4% | $152,861-44.9% |
| Participation rate | 56.5% | 79.8%-23.3pp | 76.0%-19.5pp | 82.4%-25.9pp |
| Annual return | 24.60% | 145.58%-121.0pp | 109.41%-84.8pp | 345.32%-320.7pp |
| Employer contribution / active EE | $1,624 | $4,221-61.5% | $3,653-55.5% | $4,762-65.9% |
| Participant deferral / active EE | $3,670 | $4,845-24.2% | $4,236-13.4% | $5,850-37.3% |
| Admin fee / account holder | $1,063 | $7,079-85.0% | $5,794-81.6% | $11,596-90.8% |