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 4-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 | $43,310 | $117,983-63.3% | $101,794-57.5% | $142,382-69.6% |
| Participation rate | 0.0% | 74.2%-74.2pp | 69.2%-69.2pp | 80.1%-80.1pp |
| Annual return | 16.85% | 36.92%-20.1pp | 30.53%-13.7pp | 217.08%-200.2pp |
| Employer contribution / active EE | $9,382 | $2,773+238.4% | $2,289+309.9% | $4,299+118.2% |
| Participant deferral / active EE | $33,587 | $4,714+612.6% | $4,084+722.4% | $6,507+416.2% |
| Admin fee / account holder | $2,980 | $10,433-71.4% | $8,777-66.0% | $12,624-76.4% |