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 | $16,169 | $34,934-53.7% | $56,411-71.3% | $74,495-78.3% |
| Participation rate | 0.0% | 32.8%-32.8pp | 52.5%-52.5pp | 67.2%-67.2pp |
| Annual return | 13.33% | 25.94%-12.6pp | 1701.33%-1688.0pp | 1364.94%-1351.6pp |
| Employer contribution / active EE | $451 | $609-26.0% | $1,039-56.6% | $2,623-82.8% |
| Participant deferral / active EE | $883 | $1,170-24.5% | $1,952-54.7% | $4,346-79.7% |
| Admin fee / account holder | $629 | $2,364-73.4% | $2,829-77.8% | $1,942-67.6% |