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 | $3,416 | $29,660-88.5% | $56,411-93.9% | $80,856-95.8% |
| Participation rate | 50.0% | 41.6%+8.4pp | 52.5%-2.5pp | 67.6%-17.6pp |
| Annual return | 11.99% | 35.23%-23.2pp | 1701.33%-1689.3pp | 35.59%-23.6pp |
| Employer contribution / active EE | $275 | $669-58.9% | $1,039-73.5% | $2,755-90.0% |
| Participant deferral / active EE | $353 | $1,226-71.2% | $1,952-81.9% | $4,296-91.8% |
| Admin fee / account holder | $900 | $2,428-62.9% | $2,829-68.2% | $6,918-87.0% |