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 5-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 | $13,397 | $29,319-54.3% | $52,425-74.4% | $82,448-83.8% |
| Participation rate | 9.5% | 46.9%-37.4pp | 55.6%-46.2pp | 68.1%-58.6pp |
| Annual return | 17.94% | 535.20%-517.3pp | 302.12%-284.2pp | 41.64%-23.7pp |
| Employer contribution / active EE | $0 | $586-100.0% | $914-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $540 | $1,171-53.9% | $1,790-69.8% | $4,139-86.9% |
| Admin fee / account holder | $4,557 | $1,962+132.2% | $2,495+82.6% | $7,234-37.0% |