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 | $37,957 | $67,984-44.2% | $65,493-42.0% | $74,304-48.9% |
| Participation rate | 52.4% | 66.3%-13.9pp | 73.1%-20.7pp | 60.3%-8.0pp |
| Annual return | 16.24% | 19.87%-3.6pp | 982.45%-966.2pp | 29.43%-13.2pp |
| Employer contribution / active EE | $1,561 | $2,491-37.4% | $2,574-39.4% | $2,241-30.4% |
| Participant deferral / active EE | $3,750 | $3,346+12.1% | $3,961-5.3% | $3,767-0.5% |
| Admin fee / account holder | $8,957 | $1,373+552.5% | $5,028+78.1% | $2,969+201.7% |