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 8-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 | $17,795 | $210,648-91.6% | $177,989-90.0% | $145,922-87.8% |
| Participation rate | 39.1% | 80.8%-41.6pp | 77.1%-38.0pp | 80.3%-41.1pp |
| Annual return | 12.67% | 385.86%-373.2pp | 294.48%-281.8pp | 561.29%-548.6pp |
| Employer contribution / active EE | $938 | $4,565-79.5% | $3,949-76.3% | $4,660-79.9% |
| Participant deferral / active EE | $2,234 | $6,958-67.9% | $6,276-64.4% | $6,688-66.6% |
| Admin fee / account holder | $5,353 | $12,013-55.4% | $10,363-48.3% | $13,397-60.0% |