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 | $39,321 | $72,400-45.7% | $67,502-41.7% | $145,922-73.1% |
| Participation rate | 50.0% | 76.9%-26.9pp | 72.9%-22.9pp | 80.3%-30.3pp |
| Annual return | 15.24% | 7182.46%-7167.2pp | 3512.12%-3496.9pp | 561.29%-546.0pp |
| Employer contribution / active EE | $823 | $3,069-73.2% | $2,731-69.9% | $4,660-82.3% |
| Participant deferral / active EE | $1,754 | $4,783-63.3% | $4,000-56.2% | $6,688-73.8% |
| Admin fee / account holder | $986 | $5,539-82.2% | $3,998-75.3% | $13,397-92.6% |