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 | $52,440 | $57,281-8.5% | $86,612-39.5% | $75,163-30.2% |
| Participation rate | 55.6% | 63.2%-7.6pp | 71.7%-16.1pp | 67.2%-11.6pp |
| Annual return | 18.66% | 2670.75%-2652.1pp | 591.07%-572.4pp | 160.62%-142.0pp |
| Employer contribution / active EE | $428 | $2,314-81.5% | $3,022-85.8% | $2,670-84.0% |
| Participant deferral / active EE | $2,928 | $3,318-11.7% | $4,438-34.0% | $4,125-29.0% |
| Admin fee / account holder | $418 | $4,112-89.8% | $5,614-92.6% | $5,651-92.6% |