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 | $51,263 | $83,902-38.9% | $167,512-69.4% | $84,808-39.6% |
| Participation rate | 47.4% | 66.5%-19.1pp | 77.1%-29.7pp | 68.3%-20.9pp |
| Annual return | 16.50% | 91.55%-75.0pp | 1615.79%-1599.3pp | 40.90%-24.4pp |
| Employer contribution / active EE | $1,866 | $2,264-17.6% | $3,882-51.9% | $2,631-29.1% |
| Participant deferral / active EE | $5,462 | $4,442+22.9% | $6,405-14.7% | $4,212+29.7% |
| Admin fee / account holder | $14,906 | $7,915+88.3% | $9,769+52.6% | $7,344+103.0% |