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 | $13,230 | $76,738-82.8% | $56,411-76.5% | $145,922-90.9% |
| Participation rate | 36.8% | 63.2%-26.4pp | 52.5%-15.6pp | 80.3%-43.4pp |
| Annual return | 12.04% | 2994.23%-2982.2pp | 1701.33%-1689.3pp | 561.29%-549.2pp |
| Employer contribution / active EE | $711 | $1,380-48.5% | $1,039-31.6% | $4,660-84.7% |
| Participant deferral / active EE | $1,034 | $2,623-60.6% | $1,952-47.0% | $6,688-84.5% |
| Admin fee / account holder | $2,775 | $3,334-16.8% | $2,829-1.9% | $13,397-79.3% |