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 | $24,344 | $60,124-59.5% | $90,404-73.1% | $79,858-69.5% |
| Participation rate | 43.2% | 65.0%-21.8pp | 72.7%-29.5pp | 69.6%-26.5pp |
| Annual return | 13.51% | 71.94%-58.4pp | 1293.02%-1279.5pp | 31.71%-18.2pp |
| Employer contribution / active EE | $362 | $2,068-82.5% | $3,262-88.9% | $2,471-85.4% |
| Participant deferral / active EE | $868 | $2,938-70.4% | $3,963-78.1% | $3,740-76.8% |
| Admin fee / account holder | $1,998 | $3,976-49.7% | $5,611-64.4% | $5,306-62.3% |