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 | $46,323 | $53,516-13.4% | $126,539-63.4% | $84,808-45.4% |
| Participation rate | 66.3% | 58.2%+8.1pp | 69.8%-3.5pp | 68.3%-2.0pp |
| Annual return | 15.30% | 58.34%-43.0pp | 425.95%-410.6pp | 40.90%-25.6pp |
| Employer contribution / active EE | $1,755 | $1,535+14.4% | $3,674-52.2% | $2,631-33.3% |
| Participant deferral / active EE | $3,262 | $2,671+22.2% | $4,083-20.1% | $4,212-22.5% |
| Admin fee / account holder | $7,997 | $4,497+77.9% | $6,065+31.9% | $7,344+8.9% |