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 | $54,639 | $68,346-20.1% | $94,646-42.3% | $75,163-27.3% |
| Participation rate | 55.8% | 76.1%-20.3pp | 80.8%-25.0pp | 67.2%-11.3pp |
| Annual return | 44.61% | 616.93%-572.3pp | 156.71%-112.1pp | 160.62%-116.0pp |
| Employer contribution / active EE | $1,820 | $2,701-32.6% | $3,672-50.4% | $2,670-31.8% |
| Participant deferral / active EE | $3,407 | $6,537-47.9% | $7,418-54.1% | $4,125-17.4% |
| Admin fee / account holder | $1,404 | $5,326-73.6% | $7,231-80.6% | $5,651-75.1% |