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 | $22,598 | $96,305-76.5% | $80,569-72.0% | $139,434-83.8% |
| Participation rate | 50.0% | 73.6%-23.6pp | 67.0%-17.0pp | 80.3%-30.3pp |
| Annual return | 29.19% | 1350.08%-1320.9pp | 935.43%-906.2pp | 372.94%-343.8pp |
| Employer contribution / active EE | $1,352 | $3,262-58.6% | $2,723-50.4% | $4,751-71.5% |
| Participant deferral / active EE | $6,431 | $5,232+22.9% | $4,447+44.6% | $6,710-4.2% |
| Admin fee / account holder | $1,237 | $6,599-81.3% | $5,377-77.0% | $11,403-89.2% |