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 | $124,654 | $83,902+48.6% | $167,512-25.6% | $84,808+47.0% |
| Participation rate | 52.9% | 66.5%-13.5pp | 77.1%-24.1pp | 68.3%-15.4pp |
| Annual return | 15.95% | 91.55%-75.6pp | 1615.79%-1599.8pp | 40.90%-24.9pp |
| Employer contribution / active EE | $1,089 | $2,264-51.9% | $3,882-71.9% | $2,631-58.6% |
| Participant deferral / active EE | $3,092 | $4,442-30.4% | $6,405-51.7% | $4,212-26.6% |
| Admin fee / account holder | $1,995 | $7,915-74.8% | $9,769-79.6% | $7,344-72.8% |