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 | $39,842 | $65,409-39.1% | $98,442-59.5% | $85,850-53.6% |
| Participation rate | 44.7% | 65.0%-20.3pp | 73.3%-28.6pp | 69.3%-24.6pp |
| Annual return | 13.96% | 21.76%-7.8pp | 1492.73%-1478.8pp | 318.53%-304.6pp |
| Employer contribution / active EE | $957 | $2,168-55.9% | $2,960-67.7% | $2,565-62.7% |
| Participant deferral / active EE | $1,255 | $3,166-60.4% | $4,276-70.7% | $3,952-68.3% |
| Admin fee / account holder | $930 | $4,593-79.8% | $5,949-84.4% | $6,260-85.1% |