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 | $20,289 | $95,416-78.7% | $185,823-89.1% | $85,850-76.4% |
| Participation rate | 39.1% | 68.8%-29.7pp | 81.7%-42.6pp | 69.3%-30.2pp |
| Annual return | 18.52% | 23.59%-5.1pp | 122.05%-103.5pp | 318.53%-300.0pp |
| Employer contribution / active EE | $615 | $3,314-81.4% | $5,167-88.1% | $2,565-76.0% |
| Participant deferral / active EE | $1,655 | $3,423-51.6% | $5,568-70.3% | $3,952-58.1% |
| Admin fee / account holder | $615 | $7,213-91.5% | $16,237-96.2% | $6,260-90.2% |