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 | $13,731 | $34,308-60.0% | $74,701-81.6% | $72,985-81.2% |
| Participation rate | 66.7% | 42.4%+24.3pp | 54.5%+12.2pp | 69.5%-2.8pp |
| Annual return | 19.51% | 26.58%-7.1pp | 752.92%-733.4pp | 81.00%-61.5pp |
| Employer contribution / active EE | $124 | $692-82.0% | $1,084-88.5% | $2,440-94.9% |
| Participant deferral / active EE | $641 | $1,271-49.5% | $1,964-67.3% | $3,607-82.2% |
| Admin fee / account holder | $1,331 | $2,124-37.3% | $3,333-60.1% | $5,124-74.0% |