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 | $30,258 | $113,339-73.3% | $94,993-68.1% | $147,584-79.5% |
| Participation rate | 46.7% | 78.0%-31.3pp | 73.9%-27.2pp | 82.8%-36.2pp |
| Annual return | 51.25% | 20.77%+30.5pp | 27.12%+24.1pp | 578.55%-527.3pp |
| Employer contribution / active EE | $864 | $3,160-72.7% | $2,603-66.8% | $4,876-82.3% |
| Participant deferral / active EE | $2,737 | $3,777-27.5% | $3,317-17.5% | $5,439-49.7% |
| Admin fee / account holder | $638 | $6,063-89.5% | $4,960-87.1% | $10,885-94.1% |