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 | $43,737 | $107,334-59.3% | $92,893-52.9% | $152,861-71.4% |
| Participation rate | 45.5% | 79.8%-34.3pp | 76.0%-30.6pp | 82.4%-37.0pp |
| Annual return | 26.70% | 145.58%-118.9pp | 109.41%-82.7pp | 345.32%-318.6pp |
| Employer contribution / active EE | $1,980 | $4,221-53.1% | $3,653-45.8% | $4,762-58.4% |
| Participant deferral / active EE | $4,416 | $4,845-8.9% | $4,236+4.2% | $5,850-24.5% |
| Admin fee / account holder | $3,120 | $7,079-55.9% | $5,794-46.1% | $11,596-73.1% |