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 | $57,943 | $96,635-40.0% | $86,612-33.1% | $139,434-58.4% |
| Participation rate | 60.0% | 74.4%-14.4pp | 71.7%-11.7pp | 80.3%-20.3pp |
| Annual return | 21.11% | 106.41%-85.3pp | 591.07%-570.0pp | 372.94%-351.8pp |
| Employer contribution / active EE | $1,180 | $3,263-63.8% | $3,022-61.0% | $4,751-75.2% |
| Participant deferral / active EE | $5,216 | $4,836+7.9% | $4,438+17.5% | $6,710-22.3% |
| Admin fee / account holder | $770 | $6,408-88.0% | $5,614-86.3% | $11,403-93.2% |