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 6-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 | $26,333 | $76,738-65.7% | $56,411-53.3% | $145,922-82.0% |
| Participation rate | 45.5% | 63.2%-17.8pp | 52.5%-7.0pp | 80.3%-34.8pp |
| Annual return | 12.07% | 2994.23%-2982.2pp | 1701.33%-1689.3pp | 561.29%-549.2pp |
| Employer contribution / active EE | $1,085 | $1,380-21.4% | $1,039+4.4% | $4,660-76.7% |
| Participant deferral / active EE | $3,252 | $2,623+24.0% | $1,952+66.6% | $6,688-51.4% |
| Admin fee / account holder | $556 | $3,334-83.3% | $2,829-80.3% | $13,397-95.8% |