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 | $90,467 | $99,985-9.5% | $146,665-38.3% | $85,850+5.4% |
| Participation rate | 50.6% | 73.1%-22.5pp | 80.1%-29.5pp | 69.3%-18.7pp |
| Annual return | 32.77% | 18.93%+13.8pp | 22.74%+10.0pp | 318.53%-285.8pp |
| Employer contribution / active EE | $0 | $2,559-100.0% | $4,136-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $4,892 | $4,006+22.1% | $5,506-11.1% | $3,952+23.8% |
| Admin fee / account holder | $5,431 | $7,702-29.5% | $10,280-47.2% | $6,260-13.2% |