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 4-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 | $47,313 | $70,606-33.0% | $53,898-12.2% | $142,382-66.8% |
| Participation rate | 50.0% | 63.7%-13.7pp | 55.0%-5.0pp | 80.1%-30.1pp |
| Annual return | 18.83% | 619.81%-601.0pp | 528.60%-509.8pp | 217.08%-198.2pp |
| Employer contribution / active EE | $2,808 | $1,202+133.6% | $932+201.3% | $4,299-34.7% |
| Participant deferral / active EE | $4,680 | $2,364+98.0% | $1,826+156.3% | $6,507-28.1% |
| Admin fee / account holder | $600 | $2,852-79.0% | $2,491-75.9% | $12,624-95.2% |