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 | $1,997 | $22,587-91.2% | $65,255-96.9% | $75,163-97.3% |
| Participation rate | 64.3% | 63.1%+1.2pp | 65.0%-0.7pp | 67.2%-2.9pp |
| Annual return | 179.65% | 71.03%+108.6pp | 47.35%+132.3pp | 160.62%+19.0pp |
| Employer contribution / active EE | $783 | $941-16.7% | $1,691-53.7% | $2,670-70.7% |
| Participant deferral / active EE | $2,062 | $1,695+21.6% | $2,831-27.2% | $4,125-50.0% |
| Admin fee / account holder | $385 | $1,876-79.5% | $4,112-90.6% | $5,651-93.2% |