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 | $19,549 | $63,346-69.1% | $92,233-78.8% | $70,131-72.1% |
| Participation rate | 52.8% | 68.7%-15.8pp | 76.5%-23.7pp | 69.5%-16.7pp |
| Annual return | 57.01% | 530.12%-473.1pp | 176.28%-119.3pp | 73.14%-16.1pp |
| Employer contribution / active EE | $1,575 | $2,471-36.3% | $3,679-57.2% | $2,342-32.8% |
| Participant deferral / active EE | $2,491 | $2,854-12.7% | $3,897-36.1% | $3,332-25.2% |
| Admin fee / account holder | $3,657 | $3,840-4.8% | $5,194-29.6% | $4,645-21.3% |