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 10-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 | $35,739 | $68,097-47.5% | $62,929-43.2% | $137,256-74.0% |
| Participation rate | 54.5% | 77.4%-22.9pp | 73.1%-18.6pp | 80.0%-25.4pp |
| Annual return | 15.21% | 1859.11%-1843.9pp | 1063.93%-1048.7pp | 220.34%-205.1pp |
| Employer contribution / active EE | $2,743 | $2,811-2.4% | $2,505+9.5% | $4,156-34.0% |
| Participant deferral / active EE | $1,531 | $4,553-66.4% | $3,888-60.6% | $6,407-76.1% |
| Admin fee / account holder | $974 | $6,521-85.1% | $5,065-80.8% | $12,270-92.1% |