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 3-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 | $19,424 | $29,319-33.7% | $52,425-62.9% | $82,448-76.4% |
| Participation rate | 46.2% | 46.9%-0.7pp | 55.6%-9.5pp | 68.1%-21.9pp |
| Annual return | 23.56% | 535.20%-511.6pp | 302.12%-278.6pp | 41.64%-18.1pp |
| Employer contribution / active EE | $1,549 | $586+164.1% | $914+69.4% | $2,551-39.3% |
| Participant deferral / active EE | $2,671 | $1,171+128.1% | $1,790+49.2% | $4,139-35.5% |
| Admin fee / account holder | $2,681 | $1,962+36.7% | $2,495+7.5% | $7,234-62.9% |