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 | $38,994 | $60,124-35.1% | $90,404-56.9% | $79,858-51.2% |
| Participation rate | 35.1% | 65.0%-29.8pp | 72.7%-37.5pp | 69.6%-34.5pp |
| Annual return | 11.07% | 71.94%-60.9pp | 1293.02%-1281.9pp | 31.71%-20.6pp |
| Employer contribution / active EE | $432 | $2,068-79.1% | $3,262-86.8% | $2,471-82.5% |
| Participant deferral / active EE | $1,377 | $2,938-53.1% | $3,963-65.3% | $3,740-63.2% |
| Admin fee / account holder | $9,639 | $3,976+142.4% | $5,611+71.8% | $5,306+81.7% |