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 | $38,882 | $55,415-29.8% | $155,509-75.0% | $74,495-47.8% |
| Participation rate | 41.5% | 61.9%-20.4pp | 78.2%-36.7pp | 67.2%-25.7pp |
| Annual return | 12.49% | 268.50%-256.0pp | 64.67%-52.2pp | 1364.94%-1352.5pp |
| Employer contribution / active EE | $468 | $2,267-79.3% | $4,672-90.0% | $2,623-82.1% |
| Participant deferral / active EE | $1,573 | $2,836-44.5% | $5,626-72.0% | $4,346-63.8% |
| Admin fee / account holder | $6,272 | $1,738+260.8% | $15,912-60.6% | $1,942+223.0% |