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 7-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 | $54,959 | $31,310+75.5% | $53,898+2.0% | $74,304-26.0% |
| Participation rate | 16.7% | 30.7%-14.0pp | 55.0%-38.3pp | 60.3%-43.7pp |
| Annual return | 18.09% | 23.16%-5.1pp | 528.60%-510.5pp | 29.43%-11.3pp |
| Employer contribution / active EE | $382 | $450-15.1% | $932-59.0% | $2,241-83.0% |
| Participant deferral / active EE | $668 | $934-28.5% | $1,826-63.4% | $3,767-82.3% |
| Admin fee / account holder | $1,021 | $2,175-53.1% | $2,491-59.0% | $2,969-65.6% |