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 | $37,369 | $210,648-82.3% | $177,989-79.0% | $145,922-74.4% |
| Participation rate | 50.0% | 80.8%-30.8pp | 77.1%-27.1pp | 80.3%-30.3pp |
| Annual return | 9.80% | 385.86%-376.1pp | 294.48%-284.7pp | 561.29%-551.5pp |
| Employer contribution / active EE | $3,859 | $4,565-15.5% | $3,949-2.3% | $4,660-17.2% |
| Participant deferral / active EE | $3,859 | $6,958-44.5% | $6,276-38.5% | $6,688-42.3% |
| Admin fee / account holder | $16,063 | $12,013+33.7% | $10,363+55.0% | $13,397+19.9% |