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 | $27,259 | $68,097-60.0% | $62,929-56.7% | $137,256-80.1% |
| Participation rate | 28.6% | 77.4%-48.9pp | 73.1%-44.5pp | 80.0%-51.4pp |
| Annual return | 16.69% | 1859.11%-1842.4pp | 1063.93%-1047.2pp | 220.34%-203.6pp |
| Employer contribution / active EE | $894 | $2,811-68.2% | $2,505-64.3% | $4,156-78.5% |
| Participant deferral / active EE | $1,634 | $4,553-64.1% | $3,888-58.0% | $6,407-74.5% |
| Admin fee / account holder | $648 | $6,521-90.1% | $5,065-87.2% | $12,270-94.7% |