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 | $77,975 | $209,411-62.8% | $178,490-56.3% | $158,922-50.9% |
| Participation rate | 65.0% | 86.3%-21.3pp | 81.9%-16.9pp | 82.0%-17.0pp |
| Annual return | 9.26% | 188.75%-179.5pp | 151.07%-141.8pp | 302.83%-293.6pp |
| Employer contribution / active EE | $1,921 | $5,706-66.3% | $5,011-61.7% | $4,761-59.7% |
| Participant deferral / active EE | $6,453 | $5,954+8.4% | $5,202+24.1% | $5,982+7.9% |
| Admin fee / account holder | $6,529 | $17,074-61.8% | $13,984-53.3% | $11,246-41.9% |