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 | $12,814 | $65,409-80.4% | $98,442-87.0% | $85,850-85.1% |
| Participation rate | 54.2% | 65.0%-10.8pp | 73.3%-19.1pp | 69.3%-15.1pp |
| Annual return | 15.49% | 21.76%-6.3pp | 1492.73%-1477.2pp | 318.53%-303.0pp |
| Employer contribution / active EE | $808 | $2,168-62.7% | $2,960-72.7% | $2,565-68.5% |
| Participant deferral / active EE | $1,247 | $3,166-60.6% | $4,276-70.8% | $3,952-68.4% |
| Admin fee / account holder | $306 | $4,593-93.3% | $5,949-94.9% | $6,260-95.1% |