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 | $13,496 | $158,398-91.5% | $126,539-89.3% | $142,382-90.5% |
| Participation rate | 26.3% | 75.8%-49.5pp | 69.8%-43.5pp | 80.1%-53.8pp |
| Annual return | 16.33% | 593.76%-577.4pp | 425.95%-409.6pp | 217.08%-200.7pp |
| Employer contribution / active EE | $298 | $4,650-93.6% | $3,674-91.9% | $4,299-93.1% |
| Participant deferral / active EE | $882 | $4,767-81.5% | $4,083-78.4% | $6,507-86.4% |
| Admin fee / account holder | $1,895 | $6,918-72.6% | $6,065-68.8% | $12,624-85.0% |