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 | $41,523 | $57,281-27.5% | $86,612-52.1% | $75,163-44.8% |
| Participation rate | 42.9% | 63.2%-20.3pp | 71.7%-28.8pp | 67.2%-24.3pp |
| Annual return | 14.22% | 2670.75%-2656.5pp | 591.07%-576.8pp | 160.62%-146.4pp |
| Employer contribution / active EE | $543 | $2,314-76.5% | $3,022-82.0% | $2,670-79.7% |
| Participant deferral / active EE | $1,473 | $3,318-55.6% | $4,438-66.8% | $4,125-64.3% |
| Admin fee / account holder | $11,381 | $4,112+176.8% | $5,614+102.7% | $5,651+101.4% |