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 | $43,549 | $60,124-27.6% | $90,404-51.8% | $79,858-45.5% |
| Participation rate | 48.4% | 65.0%-16.6pp | 72.7%-24.3pp | 69.6%-21.2pp |
| Annual return | 16.20% | 71.94%-55.7pp | 1293.02%-1276.8pp | 31.71%-15.5pp |
| Employer contribution / active EE | $790 | $2,068-61.8% | $3,262-75.8% | $2,471-68.0% |
| Participant deferral / active EE | $1,494 | $2,938-49.1% | $3,963-62.3% | $3,740-60.0% |
| Admin fee / account holder | $1,605 | $3,976-59.6% | $5,611-71.4% | $5,306-69.8% |