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 | $34,718 | $76,785-54.8% | $56,441-38.5% | $145,959-76.2% |
| Participation rate | 23.5% | 63.2%-39.7pp | 52.5%-29.0pp | 80.3%-56.8pp |
| Annual return | 7.35% | 3000.51%-2993.2pp | 1704.21%-1696.9pp | 561.95%-554.6pp |
| Employer contribution / active EE | $957 | $1,381-30.6% | $1,039-7.9% | $4,661-79.5% |
| Participant deferral / active EE | $2,238 | $2,624-14.7% | $1,953+14.6% | $6,689-66.5% |
| Admin fee / account holder | $496 | $3,334-85.1% | $2,829-82.5% | $13,398-96.3% |