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 | $16,689 | $77,634-78.5% | $156,549-89.3% | $62,891-73.5% |
| Participation rate | 0.0% | 71.2%-71.2pp | 84.0%-84.0pp | 69.3%-69.3pp |
| Annual return | 12.89% | 50.32%-37.4pp | 32.23%-19.3pp | 20.14%-7.3pp |
| Employer contribution / active EE | $1,080 | $3,444-68.6% | $5,501-80.4% | $2,281-52.6% |
| Participant deferral / active EE | $1,540 | $3,045-49.4% | $4,871-68.4% | $3,203-51.9% |
| Admin fee / account holder | $2,919 | $5,561-47.5% | $13,027-77.6% | $4,296-32.0% |