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 | $23,649 | $66,124-64.2% | $90,404-73.8% | $73,488-67.8% |
| Participation rate | 50.0% | 69.7%-19.7pp | 72.7%-22.7pp | 70.7%-20.7pp |
| Annual return | 14.16% | 17.65%-3.5pp | 1293.02%-1278.9pp | 28.51%-14.4pp |
| Employer contribution / active EE | $723 | $2,346-69.2% | $3,262-77.8% | $2,270-68.2% |
| Participant deferral / active EE | $1,268 | $3,039-58.3% | $3,963-68.0% | $3,740-66.1% |
| Admin fee / account holder | $776 | $396+95.8% | $5,611-86.2% | $513+51.2% |