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 | $37,629 | $105,998-64.5% | $92,233-59.2% | $147,584-74.5% |
| Participation rate | 41.2% | 80.4%-39.2pp | 76.5%-35.3pp | 82.8%-41.7pp |
| Annual return | 10.29% | 50.05%-39.8pp | 176.28%-166.0pp | 578.55%-568.3pp |
| Employer contribution / active EE | $965 | $4,333-77.7% | $3,679-73.8% | $4,876-80.2% |
| Participant deferral / active EE | $2,816 | $4,478-37.1% | $3,897-27.7% | $5,439-48.2% |
| Admin fee / account holder | $4,962 | $6,332-21.6% | $5,194-4.5% | $10,885-54.4% |