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 | $49,362 | $102,317-51.8% | $146,958-66.4% | $80,856-39.0% |
| Participation rate | 68.8% | 75.8%-7.1pp | 82.2%-13.4pp | 67.6%+1.1pp |
| Annual return | 12.81% | 134.76%-122.0pp | 418.34%-405.5pp | 35.59%-22.8pp |
| Employer contribution / active EE | $1,557 | $3,713-58.1% | $4,933-68.4% | $2,755-43.5% |
| Participant deferral / active EE | $3,949 | $6,644-40.6% | $8,070-51.1% | $4,296-8.1% |
| Admin fee / account holder | $2,397 | $7,941-69.8% | $12,998-81.6% | $6,918-65.3% |