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 | $19,700 | $96,305-79.5% | $80,569-75.5% | $139,434-85.9% |
| Participation rate | 63.2% | 73.6%-10.5pp | 67.0%-3.8pp | 80.3%-17.2pp |
| Annual return | 31.08% | 1350.08%-1319.0pp | 935.43%-904.3pp | 372.94%-341.9pp |
| Employer contribution / active EE | $5,656 | $3,262+73.4% | $2,723+107.7% | $4,751+19.1% |
| Participant deferral / active EE | $2,763 | $5,232-47.2% | $4,447-37.9% | $6,710-58.8% |
| Admin fee / account holder | $946 | $6,599-85.7% | $5,377-82.4% | $11,403-91.7% |