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 | $55,962 | $129,217-56.7% | $93,406-40.1% | $158,922-64.8% |
| Participation rate | 28.6% | 71.0%-42.4pp | 66.8%-38.2pp | 82.0%-53.4pp |
| Annual return | 11.90% | 118.21%-106.3pp | 78.05%-66.2pp | 302.83%-290.9pp |
| Employer contribution / active EE | $0 | $2,711-100.0% | $2,075-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $529 | $3,909-86.5% | $3,126-83.1% | $5,982-91.2% |
| Admin fee / account holder | $3,104 | $7,383-58.0% | $5,230-40.6% | $11,246-72.4% |