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 6-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 | $17,688 | $76,738-77.0% | $56,411-68.6% | $145,922-87.9% |
| Participation rate | 50.0% | 63.2%-13.2pp | 52.5%-2.5pp | 80.3%-30.3pp |
| Annual return | 11.44% | 2994.23%-2982.8pp | 1701.33%-1689.9pp | 561.29%-549.8pp |
| Employer contribution / active EE | $1,313 | $1,380-4.8% | $1,039+26.4% | $4,660-71.8% |
| Participant deferral / active EE | $1,360 | $2,623-48.1% | $1,952-30.3% | $6,688-79.7% |
| Admin fee / account holder | $3,506 | $3,334+5.2% | $2,829+24.0% | $13,397-73.8% |