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 | $24,850 | $102,317-75.7% | $146,958-83.1% | $80,856-69.3% |
| Participation rate | 23.9% | 75.8%-51.9pp | 82.2%-58.2pp | 67.6%-43.7pp |
| Annual return | 29.96% | 134.76%-104.8pp | 418.34%-388.4pp | 35.59%-5.6pp |
| Employer contribution / active EE | $1,532 | $3,713-58.7% | $4,933-68.9% | $2,755-44.4% |
| Participant deferral / active EE | $2,814 | $6,644-57.6% | $8,070-65.1% | $4,296-34.5% |
| Admin fee / account holder | $1,073 | $7,941-86.5% | $12,998-91.7% | $6,918-84.5% |