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 | $77,066 | $83,902-8.1% | $167,512-54.0% | $84,808-9.1% |
| Participation rate | 40.7% | 66.5%-25.7pp | 77.1%-36.3pp | 68.3%-27.6pp |
| Annual return | 17.29% | 91.55%-74.3pp | 1615.79%-1598.5pp | 40.90%-23.6pp |
| Employer contribution / active EE | $2,618 | $2,264+15.6% | $3,882-32.6% | $2,631-0.5% |
| Participant deferral / active EE | $5,756 | $4,442+29.6% | $6,405-10.1% | $4,212+36.7% |
| Admin fee / account holder | $4,871 | $7,915-38.5% | $9,769-50.1% | $7,344-33.7% |