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 | $12,447 | $58,208-78.6% | $81,812-84.8% | $80,856-84.6% |
| Participation rate | 60.0% | 63.4%-3.4pp | 72.3%-12.3pp | 67.6%-7.6pp |
| Annual return | 15.47% | 41.66%-26.2pp | 773.79%-758.3pp | 35.59%-20.1pp |
| Employer contribution / active EE | $887 | $2,340-62.1% | $2,912-69.6% | $2,755-67.8% |
| Participant deferral / active EE | $1,132 | $3,281-65.5% | $4,319-73.8% | $4,296-73.7% |
| Admin fee / account holder | $919 | $4,981-81.6% | $7,386-87.6% | $6,918-86.7% |