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 7-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 | $12,595 | $81,625-84.6% | $58,482-78.5% | $139,434-91.0% |
| Participation rate | 17.6% | 61.3%-43.7pp | 50.9%-33.2pp | 80.3%-62.7pp |
| Annual return | 16.63% | 7404.20%-7387.6pp | 4239.32%-4222.7pp | 372.94%-356.3pp |
| Employer contribution / active EE | $349 | $1,398-75.0% | $1,053-66.9% | $4,751-92.7% |
| Participant deferral / active EE | $388 | $2,557-84.8% | $1,924-79.8% | $6,710-94.2% |
| Admin fee / account holder | $1,442 | $3,265-55.8% | $2,516-42.7% | $11,403-87.4% |