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 8-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 | $27,805 | $57,281-51.5% | $86,612-67.9% | $75,163-63.0% |
| Participation rate | 21.9% | 63.2%-41.3pp | 71.7%-49.8pp | 67.2%-45.3pp |
| Annual return | 15.86% | 2670.75%-2654.9pp | 591.07%-575.2pp | 160.62%-144.8pp |
| Employer contribution / active EE | $489 | $2,314-78.9% | $3,022-83.8% | $2,670-81.7% |
| Participant deferral / active EE | $1,184 | $3,318-64.3% | $4,438-73.3% | $4,125-71.3% |
| Admin fee / account holder | $1,835 | $4,112-55.4% | $5,614-67.3% | $5,651-67.5% |