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 | $94,617 | $148,534-36.3% | $135,903-30.4% | $139,434-32.1% |
| Participation rate | 50.0% | 83.9%-33.9pp | 81.9%-31.9pp | 80.3%-30.3pp |
| Annual return | 16.28% | 79.19%-62.9pp | 68.23%-52.0pp | 372.94%-356.7pp |
| Employer contribution / active EE | $2,566 | $5,243-51.1% | $4,856-47.2% | $4,751-46.0% |
| Participant deferral / active EE | $6,688 | $8,100-17.4% | $7,758-13.8% | $6,710-0.3% |
| Admin fee / account holder | $4,572 | $12,400-63.1% | $10,762-57.5% | $11,403-59.9% |