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 | $56,196 | $60,124-6.5% | $90,404-37.8% | $79,858-29.6% |
| Participation rate | 26.1% | 65.0%-38.9pp | 72.7%-46.6pp | 69.6%-43.5pp |
| Annual return | 13.81% | 71.94%-58.1pp | 1293.02%-1279.2pp | 31.71%-17.9pp |
| Employer contribution / active EE | $681 | $2,068-67.0% | $3,262-79.1% | $2,471-72.4% |
| Participant deferral / active EE | $2,409 | $2,938-18.0% | $3,963-39.2% | $3,740-35.6% |
| Admin fee / account holder | $4,380 | $3,976+10.2% | $5,611-21.9% | $5,306-17.4% |