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 | $44,958 | $96,635-53.5% | $86,612-48.1% | $139,434-67.8% |
| Participation rate | 54.5% | 74.4%-19.9pp | 71.7%-17.2pp | 80.3%-25.8pp |
| Annual return | 22.28% | 106.41%-84.1pp | 591.07%-568.8pp | 372.94%-350.7pp |
| Employer contribution / active EE | $901 | $3,263-72.4% | $3,022-70.2% | $4,751-81.0% |
| Participant deferral / active EE | $2,300 | $4,836-52.4% | $4,438-48.2% | $6,710-65.7% |
| Admin fee / account holder | $961 | $6,408-85.0% | $5,614-82.9% | $11,403-91.6% |