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 | $24,805 | $76,738-67.7% | $56,411-56.0% | $145,922-83.0% |
| Participation rate | 53.3% | 63.2%-9.9pp | 52.5%+0.9pp | 80.3%-26.9pp |
| Annual return | 20.34% | 2994.23%-2973.9pp | 1701.33%-1681.0pp | 561.29%-540.9pp |
| Employer contribution / active EE | $721 | $1,380-47.7% | $1,039-30.6% | $4,660-84.5% |
| Participant deferral / active EE | $3,511 | $2,623+33.9% | $1,952+79.9% | $6,688-47.5% |
| Admin fee / account holder | $450 | $3,334-86.5% | $2,829-84.1% | $13,397-96.6% |