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 | $109,499 | $53,516+104.6% | $126,539-13.5% | $84,808+29.1% |
| Participation rate | 59.3% | 58.2%+1.1pp | 69.8%-10.5pp | 68.3%-9.0pp |
| Annual return | 15.09% | 58.34%-43.2pp | 425.95%-410.9pp | 40.90%-25.8pp |
| Employer contribution / active EE | $1,410 | $1,535-8.1% | $3,674-61.6% | $2,631-46.4% |
| Participant deferral / active EE | $3,043 | $2,671+14.0% | $4,083-25.5% | $4,212-27.7% |
| Admin fee / account holder | $2,575 | $4,497-42.7% | $6,065-57.5% | $7,344-64.9% |