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 | $35,370 | $96,635-63.4% | $86,612-59.2% | $139,434-74.6% |
| Participation rate | 31.8% | 74.4%-42.6pp | 71.7%-39.9pp | 80.3%-48.5pp |
| Annual return | 22.30% | 106.41%-84.1pp | 591.07%-568.8pp | 372.94%-350.6pp |
| Employer contribution / active EE | $0 | $3,263-100.0% | $3,022-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $1,565 | $4,836-67.6% | $4,438-64.7% | $6,710-76.7% |
| Admin fee / account holder | $516 | $6,408-91.9% | $5,614-90.8% | $11,403-95.5% |