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 | $24,157 | $226,064-89.3% | $182,532-86.8% | $152,861-84.2% |
| Participation rate | 43.8% | 82.5%-38.7pp | 78.0%-34.2pp | 82.4%-38.7pp |
| Annual return | 13.42% | 192.51%-179.1pp | 148.54%-135.1pp | 345.32%-331.9pp |
| Employer contribution / active EE | $0 | $4,978-100.0% | $4,076-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $1,737 | $6,368-72.7% | $5,524-68.6% | $5,850-70.3% |
| Admin fee / account holder | $553 | $10,703-94.8% | $8,592-93.6% | $11,596-95.2% |