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 5-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 | $17,410 | $30,400-42.7% | $53,898-67.7% | $84,808-79.5% |
| Participation rate | 55.7% | 46.4%+9.3pp | 55.0%+0.8pp | 68.3%-12.6pp |
| Annual return | 19.55% | 500.19%-480.6pp | 528.60%-509.1pp | 40.90%-21.3pp |
| Employer contribution / active EE | $1,000 | $603+66.0% | $932+7.3% | $2,631-62.0% |
| Participant deferral / active EE | $1,404 | $1,199+17.1% | $1,826-23.1% | $4,212-66.7% |
| Admin fee / account holder | $730 | $1,993-63.4% | $2,491-70.7% | $7,344-90.1% |