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 4-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 | $3,115 | $30,400-89.8% | $53,898-94.2% | $84,808-96.3% |
| Participation rate | 46.9% | 46.4%+0.4pp | 55.0%-8.1pp | 68.3%-21.4pp |
| Annual return | 19.93% | 500.19%-480.3pp | 528.60%-508.7pp | 40.90%-21.0pp |
| Employer contribution / active EE | $0 | $603-100.0% | $932-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $343 | $1,199-71.4% | $1,826-81.2% | $4,212-91.9% |
| Admin fee / account holder | $688 | $1,993-65.5% | $2,491-72.4% | $7,344-90.6% |