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 4-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 | $51,295 | $30,400+68.7% | $53,898-4.8% | $84,808-39.5% |
| Participation rate | 14.0% | 46.4%-32.4pp | 55.0%-41.0pp | 68.3%-54.3pp |
| Annual return | 18.11% | 500.19%-482.1pp | 528.60%-510.5pp | 40.90%-22.8pp |
| Employer contribution / active EE | $298 | $603-50.5% | $932-68.0% | $2,631-88.7% |
| Participant deferral / active EE | $1,602 | $1,199+33.6% | $1,826-12.3% | $4,212-62.0% |
| Admin fee / account holder | $790 | $1,993-60.3% | $2,491-68.3% | $7,344-89.2% |