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 | $129,772 | $83,902+54.7% | $167,512-22.5% | $84,808+53.0% |
| Participation rate | 45.0% | 66.5%-21.5pp | 77.1%-32.1pp | 68.3%-23.3pp |
| Annual return | 15.42% | 91.55%-76.1pp | 1615.79%-1600.4pp | 40.90%-25.5pp |
| Employer contribution / active EE | $1,350 | $2,264-40.4% | $3,882-65.2% | $2,631-48.7% |
| Participant deferral / active EE | $5,435 | $4,442+22.3% | $6,405-15.1% | $4,212+29.0% |
| Admin fee / account holder | $6,853 | $7,915-13.4% | $9,769-29.9% | $7,344-6.7% |