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 | $50,190 | $83,902-40.2% | $167,512-70.0% | $84,808-40.8% |
| Participation rate | 64.8% | 66.5%-1.6pp | 77.1%-12.2pp | 68.3%-3.5pp |
| Annual return | 13.92% | 91.55%-77.6pp | 1615.79%-1601.9pp | 40.90%-27.0pp |
| Employer contribution / active EE | $1,222 | $2,264-46.0% | $3,882-68.5% | $2,631-53.5% |
| Participant deferral / active EE | $2,790 | $4,442-37.2% | $6,405-56.4% | $4,212-33.7% |
| Admin fee / account holder | $1,059 | $7,915-86.6% | $9,769-89.2% | $7,344-85.6% |