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 5-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 | $13,615 | $30,400-55.2% | $53,898-74.7% | $84,808-83.9% |
| Participation rate | 44.0% | 46.4%-2.4pp | 55.0%-11.0pp | 68.3%-24.3pp |
| Annual return | 21.31% | 500.19%-478.9pp | 528.60%-507.3pp | 40.90%-19.6pp |
| Employer contribution / active EE | $372 | $603-38.4% | $932-60.1% | $2,631-85.9% |
| Participant deferral / active EE | $784 | $1,199-34.6% | $1,826-57.1% | $4,212-81.4% |
| Admin fee / account holder | $438 | $1,993-78.0% | $2,491-82.4% | $7,344-94.0% |