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 | $10,054 | $72,400-86.1% | $67,502-85.1% | $145,922-93.1% |
| Participation rate | 62.5% | 76.9%-14.4pp | 72.9%-10.4pp | 80.3%-17.8pp |
| Annual return | 15.42% | 7182.46%-7167.0pp | 3512.12%-3496.7pp | 561.29%-545.9pp |
| Employer contribution / active EE | $1,306 | $3,069-57.5% | $2,731-52.2% | $4,660-72.0% |
| Participant deferral / active EE | $1,945 | $4,783-59.3% | $4,000-51.4% | $6,688-70.9% |
| Admin fee / account holder | $3,395 | $5,539-38.7% | $3,998-15.1% | $13,397-74.7% |