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 | $5,297 | $76,738-93.1% | $56,411-90.6% | $145,922-96.4% |
| Participation rate | 20.0% | 63.2%-43.2pp | 52.5%-32.5pp | 80.3%-60.3pp |
| Annual return | 17.55% | 2994.23%-2976.7pp | 1701.33%-1683.8pp | 561.29%-543.7pp |
| Employer contribution / active EE | $278 | $1,380-79.9% | $1,039-73.2% | $4,660-94.0% |
| Participant deferral / active EE | $407 | $2,623-84.5% | $1,952-79.1% | $6,688-93.9% |
| Admin fee / account holder | $371 | $3,334-88.9% | $2,829-86.9% | $13,397-97.2% |