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 | $29,242 | $53,127-45.0% | $86,590-66.2% | $70,131-58.3% |
| Participation rate | 42.6% | 65.3%-22.8pp | 73.5%-31.0pp | 69.5%-27.0pp |
| Annual return | 18.20% | 27.66%-9.5pp | 964.84%-946.6pp | 73.14%-54.9pp |
| Employer contribution / active EE | $399 | $2,068-80.7% | $2,839-85.9% | $2,342-83.0% |
| Participant deferral / active EE | $1,582 | $2,696-41.3% | $3,609-56.2% | $3,332-52.5% |
| Admin fee / account holder | $638 | $3,585-82.2% | $4,906-87.0% | $4,645-86.3% |