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 | $30,129 | $30,400-0.9% | $53,898-44.1% | $84,808-64.5% |
| Participation rate | 41.2% | 46.4%-5.3pp | 55.0%-13.8pp | 68.3%-27.1pp |
| Annual return | 20.06% | 500.19%-480.1pp | 528.60%-508.5pp | 40.90%-20.8pp |
| Employer contribution / active EE | $775 | $603+28.6% | $932-16.9% | $2,631-70.5% |
| Participant deferral / active EE | $2,483 | $1,199+107.2% | $1,826+36.0% | $4,212-41.0% |
| Admin fee / account holder | $340 | $1,993-82.9% | $2,491-86.4% | $7,344-95.4% |