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 | $25,819 | $176,662-85.4% | $130,648-80.2% | $152,861-83.1% |
| Participation rate | 60.0% | 79.0%-19.0pp | 71.7%-11.7pp | 82.4%-22.4pp |
| Annual return | 24.72% | 2692.24%-2667.5pp | 1708.96%-1684.2pp | 345.32%-320.6pp |
| Employer contribution / active EE | $404 | $5,742-93.0% | $4,092-90.1% | $4,762-91.5% |
| Participant deferral / active EE | $1,682 | $4,361-61.4% | $3,603-53.3% | $5,850-71.3% |
| Admin fee / account holder | $875 | $7,133-87.7% | $5,464-84.0% | $11,596-92.5% |