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 9-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 | $54,740 | $83,902-34.8% | $167,512-67.3% | $84,808-35.5% |
| Participation rate | 67.9% | 66.5%+1.4pp | 77.1%-9.2pp | 68.3%-0.5pp |
| Annual return | 17.12% | 91.55%-74.4pp | 1615.79%-1598.7pp | 40.90%-23.8pp |
| Employer contribution / active EE | $1,313 | $2,264-42.0% | $3,882-66.2% | $2,631-50.1% |
| Participant deferral / active EE | $5,484 | $4,442+23.4% | $6,405-14.4% | $4,212+30.2% |
| Admin fee / account holder | $2,345 | $7,915-70.4% | $9,769-76.0% | $7,344-68.1% |