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 | $69,620 | $132,634-47.5% | $115,768-39.9% | $137,256-49.3% |
| Participation rate | 57.1% | 77.9%-20.7pp | 74.4%-17.3pp | 80.0%-22.8pp |
| Annual return | 19.76% | 160.70%-140.9pp | 100.46%-80.7pp | 220.34%-200.6pp |
| Employer contribution / active EE | $1,347 | $3,360-59.9% | $2,940-54.2% | $4,156-67.6% |
| Participant deferral / active EE | $2,794 | $5,619-50.3% | $4,917-43.2% | $6,407-56.4% |
| Admin fee / account holder | $445 | $15,028-97.0% | $12,439-96.4% | $12,270-96.4% |