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 | $18,296 | $156,846-88.3% | $121,098-84.9% | $139,434-86.9% |
| Participation rate | 66.7% | 76.4%-9.7pp | 69.5%-2.8pp | 80.3%-13.7pp |
| Annual return | 25.43% | 1474.56%-1449.1pp | 985.75%-960.3pp | 372.94%-347.5pp |
| Employer contribution / active EE | $1,842 | $5,536-66.7% | $4,164-55.8% | $4,751-61.2% |
| Participant deferral / active EE | $8,059 | $4,844+66.4% | $4,080+97.6% | $6,710+20.1% |
| Admin fee / account holder | $1,746 | $6,946-74.9% | $5,644-69.1% | $11,403-84.7% |