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 | $18,082 | $31,310-42.2% | $53,898-66.5% | $74,304-75.7% |
| Participation rate | 28.0% | 30.7%-2.6pp | 55.0%-26.9pp | 60.3%-32.3pp |
| Annual return | 32.14% | 23.16%+9.0pp | 528.60%-496.5pp | 29.43%+2.7pp |
| Employer contribution / active EE | $426 | $450-5.4% | $932-54.3% | $2,241-81.0% |
| Participant deferral / active EE | $996 | $934+6.6% | $1,826-45.5% | $3,767-73.6% |
| Admin fee / account holder | $1,305 | $2,175-40.0% | $2,491-47.6% | $2,969-56.1% |