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 | $27,932 | $57,281-51.2% | $86,612-67.8% | $75,163-62.8% |
| Participation rate | 41.8% | 63.2%-21.4pp | 71.7%-29.9pp | 67.2%-25.4pp |
| Annual return | 13.69% | 2670.75%-2657.1pp | 591.07%-577.4pp | 160.62%-146.9pp |
| Employer contribution / active EE | $1,143 | $2,314-50.6% | $3,022-62.2% | $2,670-57.2% |
| Participant deferral / active EE | $2,830 | $3,318-14.7% | $4,438-36.2% | $4,125-31.4% |
| Admin fee / account holder | $2,837 | $4,112-31.0% | $5,614-49.5% | $5,651-49.8% |