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 5-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 | $48,805 | $27,915+74.8% | $58,482-16.5% | $75,163-35.1% |
| Participation rate | 12.8% | 38.8%-26.1pp | 50.9%-38.1pp | 67.2%-54.4pp |
| Annual return | 21.19% | 44.20%-23.0pp | 4239.32%-4218.1pp | 160.62%-139.4pp |
| Employer contribution / active EE | $187 | $669-72.0% | $1,053-82.2% | $2,670-93.0% |
| Participant deferral / active EE | $1,991 | $1,201+65.7% | $1,924+3.5% | $4,125-51.7% |
| Admin fee / account holder | $3,704 | $1,726+114.6% | $2,516+47.2% | $5,651-34.5% |