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 3-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 | $22,411 | $70,606-68.3% | $53,898-58.4% | $142,382-84.3% |
| Participation rate | 47.6% | 63.7%-16.1pp | 55.0%-7.3pp | 80.1%-32.5pp |
| Annual return | 16.44% | 619.81%-603.4pp | 528.60%-512.2pp | 217.08%-200.6pp |
| Employer contribution / active EE | $0 | $1,202-100.0% | $932-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $1,123 | $2,364-52.5% | $1,826-38.5% | $6,507-82.7% |
| Admin fee / account holder | $373 | $2,852-86.9% | $2,491-85.0% | $12,624-97.0% |