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 | $25,454 | $81,625-68.8% | $58,482-56.5% | $139,434-81.7% |
| Participation rate | 33.3% | 61.3%-28.0pp | 50.9%-17.5pp | 80.3%-47.0pp |
| Annual return | 27.55% | 7404.20%-7376.6pp | 4239.32%-4211.8pp | 372.94%-345.4pp |
| Employer contribution / active EE | $974 | $1,398-30.4% | $1,053-7.5% | $4,751-79.5% |
| Participant deferral / active EE | $2,969 | $2,557+16.1% | $1,924+54.3% | $6,710-55.8% |
| Admin fee / account holder | $2,960 | $3,265-9.4% | $2,516+17.6% | $11,403-74.0% |