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 | $21,000 | $52,953-60.3% | $172,739-87.8% | $65,185-67.8% |
| Participation rate | 56.9% | 66.2%-9.3pp | 82.6%-25.8pp | 70.2%-13.3pp |
| Annual return | 22.46% | 30.12%-7.7pp | 802.84%-780.4pp | 29.38%-6.9pp |
| Employer contribution / active EE | $645 | $2,190-70.6% | $5,143-87.5% | $2,177-70.4% |
| Participant deferral / active EE | $1,174 | $2,471-52.5% | $5,198-77.4% | $3,514-66.6% |
| Admin fee / account holder | $4,607 | $472+876.2% | $13,954-67.0% | $847+443.8% |