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 | $35,248 | $70,606-50.1% | $53,898-34.6% | $142,382-75.2% |
| Participation rate | 34.8% | 63.7%-28.9pp | 55.0%-20.2pp | 80.1%-45.3pp |
| Annual return | 16.75% | 619.81%-603.1pp | 528.60%-511.9pp | 217.08%-200.3pp |
| Employer contribution / active EE | $433 | $1,202-64.0% | $932-53.5% | $4,299-89.9% |
| Participant deferral / active EE | $1,834 | $2,364-22.4% | $1,826+0.4% | $6,507-71.8% |
| Admin fee / account holder | $344 | $2,852-87.9% | $2,491-86.2% | $12,624-97.3% |