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 4-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 | $24,071 | $76,738-68.6% | $56,411-57.3% | $145,922-83.5% |
| Participation rate | 66.7% | 63.2%+3.5pp | 52.5%+14.2pp | 80.3%-13.6pp |
| Annual return | 8.87% | 2994.23%-2985.4pp | 1701.33%-1692.5pp | 561.29%-552.4pp |
| Employer contribution / active EE | $2,506 | $1,380+81.6% | $1,039+141.3% | $4,660-46.2% |
| Participant deferral / active EE | $3,859 | $2,623+47.1% | $1,952+97.7% | $6,688-42.3% |
| Admin fee / account holder | $383 | $3,334-88.5% | $2,829-86.5% | $13,397-97.1% |