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 | $12,160 | $30,400-60.0% | $53,898-77.4% | $84,808-85.7% |
| Participation rate | 66.7% | 46.4%+20.2pp | 55.0%+11.7pp | 68.3%-1.6pp |
| Annual return | 18.88% | 500.19%-481.3pp | 528.60%-509.7pp | 40.90%-22.0pp |
| Employer contribution / active EE | $1,110 | $603+84.1% | $932+19.1% | $2,631-57.8% |
| Participant deferral / active EE | $2,005 | $1,199+67.3% | $1,826+9.8% | $4,212-52.4% |
| Admin fee / account holder | $4,562 | $1,993+128.9% | $2,491+83.1% | $7,344-37.9% |