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 | $69,373 | $96,305-28.0% | $80,569-13.9% | $139,434-50.2% |
| Participation rate | 50.0% | 73.6%-23.6pp | 67.0%-17.0pp | 80.3%-30.3pp |
| Annual return | 15.18% | 1350.08%-1334.9pp | 935.43%-920.2pp | 372.94%-357.8pp |
| Employer contribution / active EE | $1,303 | $3,262-60.1% | $2,723-52.2% | $4,751-72.6% |
| Participant deferral / active EE | $1,595 | $5,232-69.5% | $4,447-64.1% | $6,710-76.2% |
| Admin fee / account holder | $1,500 | $6,599-77.3% | $5,377-72.1% | $11,403-86.8% |