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 | $32,573 | $81,208-59.9% | $98,907-67.1% | $79,858-59.2% |
| Participation rate | 43.2% | 72.5%-29.3pp | 76.0%-32.8pp | 69.6%-26.4pp |
| Annual return | 10.83% | 60.99%-50.2pp | 196.43%-185.6pp | 31.71%-20.9pp |
| Employer contribution / active EE | $1,203 | $1,960-38.6% | $2,689-55.3% | $2,471-51.3% |
| Participant deferral / active EE | $2,187 | $3,265-33.0% | $4,244-48.5% | $3,740-41.5% |
| Admin fee / account holder | $5,956 | $6,013-1.0% | $6,642-10.3% | $5,306+12.2% |