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 | $73,675 | $232,540-68.3% | $185,117-60.2% | $147,584-50.1% |
| Participation rate | 33.3% | 82.4%-49.0pp | 77.3%-43.9pp | 82.8%-49.5pp |
| Annual return | 8.45% | 43.03%-34.6pp | 40.50%-32.0pp | 578.55%-570.1pp |
| Employer contribution / active EE | $1,806 | $5,195-65.2% | $4,182-56.8% | $4,876-63.0% |
| Participant deferral / active EE | $9,112 | $5,834+56.2% | $5,045+80.6% | $5,439+67.5% |
| Admin fee / account holder | $7,019 | $10,275-31.7% | $8,159-14.0% | $10,885-35.5% |