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 | $25,153 | $111,724-77.5% | $93,606-73.1% | $145,922-82.8% |
| Participation rate | 46.7% | 74.2%-27.5pp | 68.7%-22.1pp | 80.3%-33.6pp |
| Annual return | 9.81% | 202.98%-193.2pp | 133.20%-123.4pp | 561.29%-551.5pp |
| Employer contribution / active EE | $1,025 | $3,090-66.8% | $2,420-57.6% | $4,660-78.0% |
| Participant deferral / active EE | $1,748 | $4,912-64.4% | $4,411-60.4% | $6,688-73.9% |
| Admin fee / account holder | $5,159 | $10,250-49.7% | $8,285-37.7% | $13,397-61.5% |