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 | $39,812 | $105,998-62.4% | $92,233-56.8% | $147,584-73.0% |
| Participation rate | 66.7% | 80.4%-13.7pp | 76.5%-9.8pp | 82.8%-16.2pp |
| Annual return | 11.37% | 50.05%-38.7pp | 176.28%-164.9pp | 578.55%-567.2pp |
| Employer contribution / active EE | $1,470 | $4,333-66.1% | $3,679-60.1% | $4,876-69.9% |
| Participant deferral / active EE | $6,929 | $4,478+54.7% | $3,897+77.8% | $5,439+27.4% |
| Admin fee / account holder | $894 | $6,332-85.9% | $5,194-82.8% | $10,885-91.8% |