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 | $34,132 | $173,345-80.3% | $136,007-74.9% | $145,922-76.6% |
| Participation rate | 57.1% | 80.5%-23.3pp | 76.5%-19.3pp | 80.3%-23.1pp |
| Annual return | 40.56% | 1163.32%-1122.8pp | 579.32%-538.8pp | 561.29%-520.7pp |
| Employer contribution / active EE | $1,137 | $5,278-78.5% | $4,217-73.0% | $4,660-75.6% |
| Participant deferral / active EE | $4,078 | $8,699-53.1% | $7,025-41.9% | $6,688-39.0% |
| Admin fee / account holder | $5,142 | $9,954-48.3% | $6,858-25.0% | $13,397-61.6% |