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 5-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 | $26,784 | $29,660-9.7% | $56,411-52.5% | $80,856-66.9% |
| Participation rate | 14.8% | 41.6%-26.9pp | 52.5%-37.7pp | 67.6%-52.9pp |
| Annual return | 17.34% | 35.23%-17.9pp | 1701.33%-1684.0pp | 35.59%-18.3pp |
| Employer contribution / active EE | $300 | $669-55.1% | $1,039-71.1% | $2,755-89.1% |
| Participant deferral / active EE | $794 | $1,226-35.2% | $1,952-59.3% | $4,296-81.5% |
| Admin fee / account holder | $426 | $2,428-82.4% | $2,829-84.9% | $6,918-93.8% |