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 | $23,970 | $27,839-13.9% | $58,482-59.0% | $71,457-66.5% |
| Participation rate | 17.7% | 34.5%-16.8pp | 50.9%-33.1pp | 67.9%-50.2pp |
| Annual return | 102.60% | 26.81%+75.8pp | 4239.32%-4136.7pp | 28.85%+73.8pp |
| Employer contribution / active EE | $314 | $631-50.3% | $1,053-70.2% | $2,588-87.9% |
| Participant deferral / active EE | $637 | $1,206-47.2% | $1,924-66.9% | $4,289-85.2% |
| Admin fee / account holder | $2,007 | $1,641+22.3% | $2,516-20.2% | $1,587+26.4% |