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 | $52,782 | $100,852-47.7% | $90,404-41.6% | $158,922-66.8% |
| Participation rate | 60.9% | 75.0%-14.2pp | 72.7%-11.8pp | 82.0%-21.1pp |
| Annual return | 12.68% | 1724.20%-1711.5pp | 1293.02%-1280.3pp | 302.83%-290.1pp |
| Employer contribution / active EE | $1,912 | $3,689-48.2% | $3,262-41.4% | $4,761-59.8% |
| Participant deferral / active EE | $3,986 | $4,348-8.3% | $3,963+0.6% | $5,982-33.4% |
| Admin fee / account holder | $528 | $6,501-91.9% | $5,611-90.6% | $11,246-95.3% |