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 | $50,043 | $114,047-56.1% | $96,139-47.9% | $167,490-70.1% |
| Participation rate | 52.2% | 75.1%-22.9pp | 68.4%-16.3pp | 82.1%-29.9pp |
| Annual return | 30.13% | 189.88%-159.7pp | 191.94%-161.8pp | 478.56%-448.4pp |
| Employer contribution / active EE | $537 | $3,427-84.3% | $2,797-80.8% | $4,837-88.9% |
| Participant deferral / active EE | $2,972 | $5,194-42.8% | $4,349-31.6% | $6,341-53.1% |
| Admin fee / account holder | $3,185 | $6,897-53.8% | $5,537-42.5% | $12,309-74.1% |