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 | $35,570 | $51,736-31.2% | $120,225-70.4% | $67,986-47.7% |
| Participation rate | 26.6% | 46.1%-19.5pp | 69.6%-43.0pp | 57.2%-30.6pp |
| Annual return | 17.43% | 31.98%-14.5pp | 439.23%-421.8pp | 31.67%-14.2pp |
| Employer contribution / active EE | $679 | $1,071-36.6% | $3,475-80.5% | $2,019-66.4% |
| Participant deferral / active EE | $1,255 | $2,206-43.1% | $3,999-68.6% | $3,358-62.6% |
| Admin fee / account holder | $690 | $4,159-83.4% | $5,696-87.9% | $3,203-78.5% |