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 | $35,395 | $66,124-46.5% | $90,404-60.8% | $73,488-51.8% |
| Participation rate | 45.0% | 69.7%-24.7pp | 72.7%-27.7pp | 70.7%-25.7pp |
| Annual return | 11.69% | 17.65%-6.0pp | 1293.02%-1281.3pp | 28.51%-16.8pp |
| Employer contribution / active EE | $839 | $2,346-64.3% | $3,262-74.3% | $2,270-63.1% |
| Participant deferral / active EE | $1,162 | $3,039-61.8% | $3,963-70.7% | $3,740-68.9% |
| Admin fee / account holder | $635 | $396+60.2% | $5,611-88.7% | $513+23.7% |