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 | $31,397 | $72,400-56.6% | $67,502-53.5% | $145,922-78.5% |
| Participation rate | 40.0% | 76.9%-36.9pp | 72.9%-32.9pp | 80.3%-40.3pp |
| Annual return | 14.53% | 7182.46%-7167.9pp | 3512.12%-3497.6pp | 561.29%-546.8pp |
| Employer contribution / active EE | $1,713 | $3,069-44.2% | $2,731-37.3% | $4,660-63.2% |
| Participant deferral / active EE | $2,605 | $4,783-45.5% | $4,000-34.9% | $6,688-61.0% |
| Admin fee / account holder | $647 | $5,539-88.3% | $3,998-83.8% | $13,397-95.2% |