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 | $32,121 | $85,202-62.3% | $172,739-81.4% | $72,985-56.0% |
| Participation rate | 50.6% | 70.1%-19.5pp | 82.6%-32.1pp | 69.5%-18.9pp |
| Annual return | 22.99% | 27.32%-4.3pp | 802.84%-779.8pp | 81.00%-58.0pp |
| Employer contribution / active EE | $1,097 | $3,324-67.0% | $5,143-78.7% | $2,440-55.0% |
| Participant deferral / active EE | $1,235 | $3,260-62.1% | $5,198-76.2% | $3,607-65.8% |
| Admin fee / account holder | $1,662 | $5,884-71.7% | $13,954-88.1% | $5,124-67.6% |