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 | $39,875 | $49,922-20.1% | $80,569-50.5% | $75,163-46.9% |
| Participation rate | 30.8% | 55.3%-24.5pp | 67.0%-36.2pp | 67.2%-36.4pp |
| Annual return | 18.49% | 34.69%-16.2pp | 935.43%-916.9pp | 160.62%-142.1pp |
| Employer contribution / active EE | $1,273 | $1,698-25.0% | $2,723-53.3% | $2,670-52.3% |
| Participant deferral / active EE | $1,563 | $2,990-47.7% | $4,447-64.9% | $4,125-62.1% |
| Admin fee / account holder | $5,735 | $3,577+60.3% | $5,377+6.7% | $5,651+1.5% |