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 | $41,605 | $99,020-58.0% | $86,590-52.0% | $147,584-71.8% |
| Participation rate | 31.6% | 76.3%-44.8pp | 73.5%-42.0pp | 82.8%-51.2pp |
| Annual return | 14.49% | 1312.34%-1297.8pp | 964.84%-950.4pp | 578.55%-564.1pp |
| Employer contribution / active EE | $193 | $3,132-93.8% | $2,839-93.2% | $4,876-96.0% |
| Participant deferral / active EE | $1,928 | $3,972-51.5% | $3,609-46.6% | $5,439-64.5% |
| Admin fee / account holder | $390 | $5,710-93.2% | $4,906-92.0% | $10,885-96.4% |