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 | $19,144 | $83,902-77.2% | $167,512-88.6% | $84,808-77.4% |
| Participation rate | 42.9% | 66.5%-23.6pp | 77.1%-34.2pp | 68.3%-25.5pp |
| Annual return | 17.01% | 91.55%-74.5pp | 1615.79%-1598.8pp | 40.90%-23.9pp |
| Employer contribution / active EE | $983 | $2,264-56.6% | $3,882-74.7% | $2,631-62.6% |
| Participant deferral / active EE | $1,594 | $4,442-64.1% | $6,405-75.1% | $4,212-62.1% |
| Admin fee / account holder | $2,685 | $7,915-66.1% | $9,769-72.5% | $7,344-63.4% |