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 | $39,858 | $49,173-18.9% | $121,098-67.1% | $75,163-47.0% |
| Participation rate | 54.4% | 55.4%-1.0pp | 69.5%-15.1pp | 67.2%-12.8pp |
| Annual return | 15.45% | 55.99%-40.5pp | 985.75%-970.3pp | 160.62%-145.2pp |
| Employer contribution / active EE | $676 | $1,546-56.3% | $4,164-83.8% | $2,670-74.7% |
| Participant deferral / active EE | $1,621 | $2,628-38.3% | $4,080-60.3% | $4,125-60.7% |
| Admin fee / account holder | $4,909 | $3,942+24.5% | $5,644-13.0% | $5,651-13.1% |