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 | $19,895 | $108,172-81.6% | $77,482-74.3% | $158,922-87.5% |
| Participation rate | 66.7% | 64.4%+2.2pp | 54.2%+12.5pp | 82.0%-15.3pp |
| Annual return | 140.55% | 31.67%+108.9pp | 54.79%+85.8pp | 302.83%-162.3pp |
| Employer contribution / active EE | $675 | $1,325-49.1% | $986-31.6% | $4,761-85.8% |
| Participant deferral / active EE | $1,918 | $2,456-21.9% | $1,861+3.0% | $5,982-67.9% |
| Admin fee / account holder | $301 | $3,708-91.9% | $2,858-89.5% | $11,246-97.3% |