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 | $53,910 | $83,902-35.7% | $167,512-67.8% | $84,808-36.4% |
| Participation rate | 46.2% | 66.5%-20.3pp | 77.1%-30.9pp | 68.3%-22.2pp |
| Annual return | 17.36% | 91.55%-74.2pp | 1615.79%-1598.4pp | 40.90%-23.5pp |
| Employer contribution / active EE | $1,220 | $2,264-46.1% | $3,882-68.6% | $2,631-53.6% |
| Participant deferral / active EE | $2,967 | $4,442-33.2% | $6,405-53.7% | $4,212-29.6% |
| Admin fee / account holder | $2,824 | $7,915-64.3% | $9,769-71.1% | $7,344-61.5% |