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 | $35,645 | $99,020-64.0% | $86,590-58.8% | $147,584-75.8% |
| Participation rate | 55.6% | 76.3%-20.8pp | 73.5%-18.0pp | 82.8%-27.3pp |
| Annual return | 16.61% | 1312.34%-1295.7pp | 964.84%-948.2pp | 578.55%-561.9pp |
| Employer contribution / active EE | $1,595 | $3,132-49.1% | $2,839-43.8% | $4,876-67.3% |
| Participant deferral / active EE | $2,694 | $3,972-32.2% | $3,609-25.4% | $5,439-50.5% |
| Admin fee / account holder | $7,430 | $5,710+30.1% | $4,906+51.4% | $10,885-31.7% |