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 5-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 | $46,789 | $109,982-57.5% | $97,226-51.9% | $145,922-67.9% |
| Participation rate | 31.3% | 75.9%-44.7pp | 72.7%-41.4pp | 80.3%-49.0pp |
| Annual return | 13.39% | 242.90%-229.5pp | 75.13%-61.7pp | 561.29%-547.9pp |
| Employer contribution / active EE | $703 | $3,084-77.2% | $2,729-74.2% | $4,660-84.9% |
| Participant deferral / active EE | $1,988 | $4,676-57.5% | $4,264-53.4% | $6,688-70.3% |
| Admin fee / account holder | $968 | $6,221-84.4% | $5,654-82.9% | $13,397-92.8% |