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 | $47,609 | $107,015-55.5% | $73,545-35.3% | $147,584-67.7% |
| Participation rate | 5.3% | 66.4%-61.1pp | 54.9%-49.7pp | 82.8%-77.6pp |
| Annual return | 26.35% | 38.25%-11.9pp | -15.16%+41.5pp | 578.55%-552.2pp |
| Employer contribution / active EE | $246 | $1,760-86.0% | $1,219-79.8% | $4,876-94.9% |
| Participant deferral / active EE | $1,232 | $2,462-50.0% | $1,806-31.8% | $5,439-77.4% |
| Admin fee / account holder | $757 | $3,055-75.2% | $2,320-67.4% | $10,885-93.0% |