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 | $35,469 | $55,415-36.0% | $155,509-77.2% | $74,495-52.4% |
| Participation rate | 26.1% | 61.9%-35.8pp | 78.2%-52.1pp | 67.2%-41.1pp |
| Annual return | 16.43% | 268.50%-252.1pp | 64.67%-48.2pp | 1364.94%-1348.5pp |
| Employer contribution / active EE | $631 | $2,267-72.2% | $4,672-86.5% | $2,623-76.0% |
| Participant deferral / active EE | $1,086 | $2,836-61.7% | $5,626-80.7% | $4,346-75.0% |
| Admin fee / account holder | $1,890 | $1,738+8.7% | $15,912-88.1% | $1,942-2.7% |