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 | $54,865 | $109,817-50.0% | $98,442-44.3% | $167,490-67.2% |
| Participation rate | 30.8% | 75.8%-45.1pp | 73.3%-42.6pp | 82.1%-51.3pp |
| Annual return | 13.27% | 1956.69%-1943.4pp | 1492.73%-1479.5pp | 478.56%-465.3pp |
| Employer contribution / active EE | $898 | $3,224-72.1% | $2,960-69.7% | $4,837-81.4% |
| Participant deferral / active EE | $2,105 | $4,673-55.0% | $4,276-50.8% | $6,341-66.8% |
| Admin fee / account holder | $3,086 | $6,753-54.3% | $5,949-48.1% | $12,309-74.9% |