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 | $35,981 | $150,187-76.0% | $120,354-70.1% | $145,922-75.3% |
| Participation rate | 58.8% | 78.8%-19.9pp | 71.9%-13.1pp | 80.3%-21.5pp |
| Annual return | 13.27% | 154.07%-140.8pp | 107.15%-93.9pp | 561.29%-548.0pp |
| Employer contribution / active EE | $1,569 | $4,348-63.9% | $3,463-54.7% | $4,660-66.3% |
| Participant deferral / active EE | $3,297 | $6,173-46.6% | $4,991-33.9% | $6,688-50.7% |
| Admin fee / account holder | $633 | $12,207-94.8% | $9,423-93.3% | $13,397-95.3% |