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 | $36,540 | $60,124-39.2% | $90,404-59.6% | $79,858-54.2% |
| Participation rate | 56.8% | 65.0%-8.1pp | 72.7%-15.8pp | 69.6%-12.8pp |
| Annual return | 19.60% | 71.94%-52.3pp | 1293.02%-1273.4pp | 31.71%-12.1pp |
| Employer contribution / active EE | $575 | $2,068-72.2% | $3,262-82.4% | $2,471-76.7% |
| Participant deferral / active EE | $2,574 | $2,938-12.4% | $3,963-35.1% | $3,740-31.2% |
| Admin fee / account holder | $1,648 | $3,976-58.6% | $5,611-70.6% | $5,306-68.9% |