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 | $30,354 | $85,766-64.6% | $136,294-77.7% | $70,131-56.7% |
| Participation rate | 43.8% | 74.2%-30.4pp | 81.9%-38.2pp | 69.5%-25.8pp |
| Annual return | 59.26% | 31.45%+27.8pp | 5155.94%-5096.7pp | 73.14%-13.9pp |
| Employer contribution / active EE | $1,437 | $2,966-51.6% | $4,695-69.4% | $2,342-38.7% |
| Participant deferral / active EE | $3,161 | $5,051-37.4% | $6,247-49.4% | $3,332-5.1% |
| Admin fee / account holder | $7,713 | $5,420+42.3% | $9,243-16.6% | $4,645+66.0% |