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 | $87,342 | $111,814-21.9% | $93,654-6.7% | $145,959-40.2% |
| Participation rate | 52.2% | 74.2%-22.0pp | 68.7%-16.5pp | 80.3%-28.1pp |
| Annual return | 11.77% | 203.30%-191.5pp | 133.34%-121.6pp | 561.95%-550.2pp |
| Employer contribution / active EE | $1,514 | $3,092-51.0% | $2,421-37.4% | $4,661-67.5% |
| Participant deferral / active EE | $2,677 | $4,914-45.5% | $4,413-39.3% | $6,689-60.0% |
| Admin fee / account holder | $526 | $10,246-94.9% | $8,282-93.6% | $13,398-96.1% |