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 | $37,721 | $60,124-37.3% | $90,404-58.3% | $79,858-52.8% |
| Participation rate | 65.4% | 65.0%+0.4pp | 72.7%-7.3pp | 69.6%-4.2pp |
| Annual return | 13.17% | 71.94%-58.8pp | 1293.02%-1279.8pp | 31.71%-18.5pp |
| Employer contribution / active EE | $306 | $2,068-85.2% | $3,262-90.6% | $2,471-87.6% |
| Participant deferral / active EE | $1,808 | $2,938-38.5% | $3,963-54.4% | $3,740-51.7% |
| Admin fee / account holder | $10,465 | $3,976+163.2% | $5,611+86.5% | $5,306+97.2% |