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 | $25,587 | $30,400-15.8% | $53,898-52.5% | $84,808-69.8% |
| Participation rate | 15.6% | 46.4%-30.8pp | 55.0%-39.3pp | 68.3%-52.7pp |
| Annual return | 22.78% | 500.19%-477.4pp | 528.60%-505.8pp | 40.90%-18.1pp |
| Employer contribution / active EE | $228 | $603-62.2% | $932-75.6% | $2,631-91.3% |
| Participant deferral / active EE | $1,557 | $1,199+29.9% | $1,826-14.8% | $4,212-63.0% |
| Admin fee / account holder | $662 | $1,993-66.8% | $2,491-73.4% | $7,344-91.0% |