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 | $28,622 | $53,127-46.1% | $86,590-66.9% | $70,131-59.2% |
| Participation rate | 25.4% | 65.3%-39.9pp | 73.5%-48.2pp | 69.5%-44.1pp |
| Annual return | 21.47% | 27.66%-6.2pp | 964.84%-943.4pp | 73.14%-51.7pp |
| Employer contribution / active EE | $712 | $2,068-65.6% | $2,839-74.9% | $2,342-69.6% |
| Participant deferral / active EE | $2,037 | $2,696-24.5% | $3,609-43.6% | $3,332-38.9% |
| Admin fee / account holder | $338 | $3,585-90.6% | $4,906-93.1% | $4,645-92.7% |