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 10-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 | $34,972 | $81,625-57.2% | $58,482-40.2% | $139,434-74.9% |
| Participation rate | 38.5% | 61.3%-22.9pp | 50.9%-12.4pp | 80.3%-41.9pp |
| Annual return | 11.97% | 7404.20%-7392.2pp | 4239.32%-4227.4pp | 372.94%-361.0pp |
| Employer contribution / active EE | $721 | $1,398-48.4% | $1,053-31.6% | $4,751-84.8% |
| Participant deferral / active EE | $2,358 | $2,557-7.8% | $1,924+22.6% | $6,710-64.9% |
| Admin fee / account holder | $617 | $3,265-81.1% | $2,516-75.5% | $11,403-94.6% |