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 8-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 | $22,379 | $65,561-65.9% | $86,188-74.0% | $75,163-70.2% |
| Participation rate | 63.3% | 60.5%+2.8pp | 69.0%-5.6pp | 67.2%-3.9pp |
| Annual return | 13.43% | 46.05%-32.6pp | 1168.45%-1155.0pp | 160.62%-147.2pp |
| Employer contribution / active EE | $906 | $1,553-41.7% | $2,380-61.9% | $2,670-66.1% |
| Participant deferral / active EE | $1,939 | $3,024-35.9% | $3,985-51.4% | $4,125-53.0% |
| Admin fee / account holder | $3,452 | $5,474-36.9% | $6,852-49.6% | $5,651-38.9% |