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 | $11,876 | $29,660-60.0% | $56,411-78.9% | $80,856-85.3% |
| Participation rate | 7.4% | 41.6%-34.2pp | 52.5%-45.1pp | 67.6%-60.2pp |
| Annual return | 28.76% | 35.23%-6.5pp | 1701.33%-1672.6pp | 35.59%-6.8pp |
| Employer contribution / active EE | $355 | $669-47.0% | $1,039-65.8% | $2,755-87.1% |
| Participant deferral / active EE | $761 | $1,226-37.9% | $1,952-61.0% | $4,296-82.3% |
| Admin fee / account holder | $2,764 | $2,428+13.9% | $2,829-2.3% | $6,918-60.0% |