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 | $51,911 | $106,890-51.4% | $84,015-38.2% | $152,861-66.0% |
| Participation rate | 13.6% | 75.2%-61.6pp | 69.0%-55.4pp | 82.4%-68.8pp |
| Annual return | 15.27% | 104.99%-89.7pp | 71.31%-56.0pp | 345.32%-330.0pp |
| Employer contribution / active EE | $560 | $2,734-79.5% | $1,983-71.8% | $4,762-88.2% |
| Participant deferral / active EE | $1,615 | $4,011-59.7% | $3,239-50.1% | $5,850-72.4% |
| Admin fee / account holder | $458 | $8,285-94.5% | $6,101-92.5% | $11,596-96.1% |