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 | $10,515 | $29,319-64.1% | $52,425-79.9% | $82,448-87.2% |
| Participation rate | 10.8% | 46.9%-36.0pp | 55.6%-44.8pp | 68.1%-57.3pp |
| Annual return | 16.54% | 535.20%-518.7pp | 302.12%-285.6pp | 41.64%-25.1pp |
| Employer contribution / active EE | $177 | $586-69.9% | $914-80.7% | $2,551-93.1% |
| Participant deferral / active EE | $287 | $1,171-75.5% | $1,790-84.0% | $4,139-93.1% |
| Admin fee / account holder | $2,686 | $1,962+36.9% | $2,495+7.7% | $7,234-62.9% |