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 6-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 | $22,592 | $30,400-25.7% | $53,898-58.1% | $84,808-73.4% |
| Participation rate | 19.6% | 46.4%-26.8pp | 55.0%-35.3pp | 68.3%-48.7pp |
| Annual return | 18.60% | 500.19%-481.6pp | 528.60%-510.0pp | 40.90%-22.3pp |
| Employer contribution / active EE | $302 | $603-49.8% | $932-67.6% | $2,631-88.5% |
| Participant deferral / active EE | $637 | $1,199-46.8% | $1,826-65.1% | $4,212-84.9% |
| Admin fee / account holder | $1,908 | $1,993-4.3% | $2,491-23.4% | $7,344-74.0% |