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 5-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 | $35,977 | $102,317-64.8% | $146,958-75.5% | $80,856-55.5% |
| Participation rate | 53.3% | 75.8%-22.5pp | 82.2%-28.8pp | 67.6%-14.3pp |
| Annual return | 14.16% | 134.76%-120.6pp | 418.34%-404.2pp | 35.59%-21.4pp |
| Employer contribution / active EE | $1,545 | $3,713-58.4% | $4,933-68.7% | $2,755-43.9% |
| Participant deferral / active EE | $3,874 | $6,644-41.7% | $8,070-52.0% | $4,296-9.8% |
| Admin fee / account holder | $458 | $7,941-94.2% | $12,998-96.5% | $6,918-93.4% |