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 3-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 | $3,134 | $29,319-89.3% | $52,425-94.0% | $82,448-96.2% |
| Participation rate | 69.5% | 46.9%+22.6pp | 55.6%+13.9pp | 68.1%+1.4pp |
| Annual return | 23.96% | 535.20%-511.2pp | 302.12%-278.2pp | 41.64%-17.7pp |
| Employer contribution / active EE | $540 | $586-8.0% | $914-41.0% | $2,551-78.8% |
| Participant deferral / active EE | $809 | $1,171-31.0% | $1,790-54.8% | $4,139-80.5% |
| Admin fee / account holder | $533 | $1,962-72.8% | $2,495-78.6% | $7,234-92.6% |