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 | $41,300 | $109,327-62.2% | $89,391-53.8% | $158,922-74.0% |
| Participation rate | 47.4% | 74.3%-26.9pp | 68.0%-20.6pp | 82.0%-34.6pp |
| Annual return | 9.84% | 345.68%-335.8pp | 245.62%-235.8pp | 302.83%-293.0pp |
| Employer contribution / active EE | $0 | $3,170-100.0% | $2,586-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $875 | $4,598-81.0% | $3,890-77.5% | $5,982-85.4% |
| Admin fee / account holder | $3,672 | $6,153-40.3% | $4,881-24.8% | $11,246-67.3% |