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 | $35,473 | $105,998-66.5% | $92,233-61.5% | $147,584-76.0% |
| Participation rate | 61.1% | 80.4%-19.3pp | 76.5%-15.4pp | 82.8%-21.7pp |
| Annual return | 12.92% | 50.05%-37.1pp | 176.28%-163.4pp | 578.55%-565.6pp |
| Employer contribution / active EE | $1,185 | $4,333-72.7% | $3,679-67.8% | $4,876-75.7% |
| Participant deferral / active EE | $4,214 | $4,478-5.9% | $3,897+8.2% | $5,439-22.5% |
| Admin fee / account holder | $984 | $6,332-84.5% | $5,194-81.0% | $10,885-91.0% |