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 | $55,569 | $59,417-6.5% | $93,606-40.6% | $74,495-25.4% |
| Participation rate | 44.4% | 59.7%-15.2pp | 68.7%-24.3pp | 67.2%-22.8pp |
| Annual return | 16.81% | 81.83%-65.0pp | 133.20%-116.4pp | 1364.94%-1348.1pp |
| Employer contribution / active EE | $0 | $1,264-100.0% | $2,420-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $3,089 | $3,050+1.3% | $4,411-30.0% | $4,346-28.9% |
| Admin fee / account holder | $2,904 | $3,021-3.9% | $8,285-64.9% | $1,942+49.6% |