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 | $38,935 | $60,124-35.2% | $90,404-56.9% | $79,858-51.2% |
| Participation rate | 52.9% | 65.0%-12.0pp | 72.7%-19.7pp | 69.6%-16.7pp |
| Annual return | 10.41% | 71.94%-61.5pp | 1293.02%-1282.6pp | 31.71%-21.3pp |
| Employer contribution / active EE | $0 | $2,068-100.0% | $3,262-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,370 | $2,938-53.4% | $3,963-65.4% | $3,740-63.4% |
| Admin fee / account holder | $19,962 | $3,976+402.0% | $5,611+255.8% | $5,306+276.2% |