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 5-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 | $55,902 | $90,348-38.1% | $75,972-26.4% | $145,922-61.7% |
| Participation rate | 26.1% | 74.5%-48.4pp | 69.1%-43.0pp | 80.3%-54.2pp |
| Annual return | 17.11% | 620.88%-603.8pp | 359.55%-342.4pp | 561.29%-544.2pp |
| Employer contribution / active EE | $1,021 | $3,311-69.2% | $2,685-62.0% | $4,660-78.1% |
| Participant deferral / active EE | $2,637 | $5,162-48.9% | $4,255-38.0% | $6,688-60.6% |
| Admin fee / account holder | $2,309 | $8,467-72.7% | $6,467-64.3% | $13,397-82.8% |