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 | $49,031 | $91,538-46.4% | $129,995-62.3% | $75,163-34.8% |
| Participation rate | 62.9% | 71.4%-8.6pp | 78.5%-15.6pp | 67.2%-4.3pp |
| Annual return | 18.13% | -631.11%+649.2pp | -137.18%+155.3pp | 160.62%-142.5pp |
| Employer contribution / active EE | $1,266 | $2,845-55.5% | $4,320-70.7% | $2,670-52.6% |
| Participant deferral / active EE | $3,249 | $4,341-25.2% | $5,820-44.2% | $4,125-21.2% |
| Admin fee / account holder | $584 | $6,790-91.4% | $10,614-94.5% | $5,651-89.7% |