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 | $22,042 | $63,346-65.2% | $92,233-76.1% | $70,131-68.6% |
| Participation rate | 54.4% | 68.7%-14.3pp | 76.5%-22.1pp | 69.5%-15.1pp |
| Annual return | 24.00% | 530.12%-506.1pp | 176.28%-152.3pp | 73.14%-49.1pp |
| Employer contribution / active EE | $1,023 | $2,471-58.6% | $3,679-72.2% | $2,342-56.3% |
| Participant deferral / active EE | $3,732 | $2,854+30.8% | $3,897-4.2% | $3,332+12.0% |
| Admin fee / account holder | $4,182 | $3,840+8.9% | $5,194-19.5% | $4,645-10.0% |