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 | $28,451 | $27,915+1.9% | $58,482-51.4% | $75,163-62.1% |
| Participation rate | 18.5% | 38.8%-20.3pp | 50.9%-32.3pp | 67.2%-48.7pp |
| Annual return | 30.65% | 44.20%-13.5pp | 4239.32%-4208.7pp | 160.62%-130.0pp |
| Employer contribution / active EE | $613 | $669-8.4% | $1,053-41.8% | $2,670-77.1% |
| Participant deferral / active EE | $2,211 | $1,201+84.1% | $1,924+14.9% | $4,125-46.4% |
| Admin fee / account holder | $729 | $1,726-57.7% | $2,516-71.0% | $5,651-87.1% |