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 | $23,705 | $99,079-76.1% | $77,999-69.6% | $273,961-91.3% |
| Participation rate | 57.1% | 78.6%-21.4pp | 75.5%-18.4pp | 83.0%-25.9pp |
| Annual return | 9.94% | 217.93%-208.0pp | 425.96%-416.0pp | 41.45%-31.5pp |
| Employer contribution / active EE | $1,929 | $3,308-41.7% | $2,470-21.9% | $4,869-60.4% |
| Participant deferral / active EE | $4,304 | $4,3060% | $3,497+23.1% | $5,287-18.6% |
| Admin fee / account holder | $1,250 | $8,954-86.0% | $5,480-77.2% | $10,132-87.7% |