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 | $27,928 | $58,927-52.6% | $76,817-63.6% | $72,985-61.7% |
| Participation rate | 37.0% | 67.3%-30.4pp | 72.1%-35.1pp | 69.5%-32.5pp |
| Annual return | 17.08% | 2305.64%-2288.6pp | 1166.11%-1149.0pp | 81.00%-63.9pp |
| Employer contribution / active EE | $416 | $1,787-76.7% | $2,302-81.9% | $2,440-82.9% |
| Participant deferral / active EE | $1,685 | $2,690-37.4% | $3,336-49.5% | $3,607-53.3% |
| Admin fee / account holder | $2,552 | $4,013-36.4% | $6,420-60.3% | $5,124-50.2% |