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 | $38,910 | $83,902-53.6% | $167,512-76.8% | $84,808-54.1% |
| Participation rate | 46.9% | 66.5%-19.5pp | 77.1%-30.1pp | 68.3%-21.4pp |
| Annual return | 19.22% | 91.55%-72.3pp | 1615.79%-1596.6pp | 40.90%-21.7pp |
| Employer contribution / active EE | $883 | $2,264-61.0% | $3,882-77.3% | $2,631-66.4% |
| Participant deferral / active EE | $2,459 | $4,442-44.6% | $6,405-61.6% | $4,212-41.6% |
| Admin fee / account holder | $1,816 | $7,915-77.1% | $9,769-81.4% | $7,344-75.3% |