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 | $64,497 | $107,934-40.2% | $91,989-29.9% | $152,861-57.8% |
| Participation rate | 42.9% | 81.2%-38.3pp | 78.6%-35.8pp | 82.4%-39.6pp |
| Annual return | 25.22% | 89.24%-64.0pp | 69.02%-43.8pp | 345.32%-320.1pp |
| Employer contribution / active EE | $0 | $4,210-100.0% | $3,452-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $3,407 | $6,364-46.5% | $5,923-42.5% | $5,850-41.8% |
| Admin fee / account holder | $309 | $10,520-97.1% | $7,743-96.0% | $11,596-97.3% |