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 | $14,262 | $34,934-59.2% | $56,411-74.7% | $74,495-80.9% |
| Participation rate | 35.5% | 32.8%+2.7pp | 52.5%-16.9pp | 67.2%-31.7pp |
| Annual return | 16.41% | 25.94%-9.5pp | 1701.33%-1684.9pp | 1364.94%-1348.5pp |
| Employer contribution / active EE | $1,188 | $609+95.1% | $1,039+14.4% | $2,623-54.7% |
| Participant deferral / active EE | $2,403 | $1,170+105.3% | $1,952+23.1% | $4,346-44.7% |
| Admin fee / account holder | $2,800 | $2,364+18.5% | $2,829-1.0% | $1,942+44.2% |