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 | $33,952 | $105,998-68.0% | $92,233-63.2% | $147,584-77.0% |
| Participation rate | 28.6% | 80.4%-51.8pp | 76.5%-47.9pp | 82.8%-54.3pp |
| Annual return | 21.86% | 50.05%-28.2pp | 176.28%-154.4pp | 578.55%-556.7pp |
| Employer contribution / active EE | $1,310 | $4,333-69.8% | $3,679-64.4% | $4,876-73.1% |
| Participant deferral / active EE | $2,776 | $4,478-38.0% | $3,897-28.8% | $5,439-49.0% |
| Admin fee / account holder | $2,059 | $6,332-67.5% | $5,194-60.4% | $10,885-81.1% |