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 | $30,708 | $30,400+1.0% | $53,898-43.0% | $84,808-63.8% |
| Participation rate | 40.6% | 46.4%-5.9pp | 55.0%-14.4pp | 68.3%-27.7pp |
| Annual return | 20.33% | 500.19%-479.9pp | 528.60%-508.3pp | 40.90%-20.6pp |
| Employer contribution / active EE | $655 | $603+8.7% | $932-29.7% | $2,631-75.1% |
| Participant deferral / active EE | $1,502 | $1,199+25.3% | $1,826-17.7% | $4,212-64.3% |
| Admin fee / account holder | $327 | $1,993-83.6% | $2,491-86.9% | $7,344-95.5% |