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 | $26,912 | $31,310-14.0% | $53,898-50.1% | $74,304-63.8% |
| Participation rate | 4.7% | 30.7%-26.0pp | 55.0%-50.3pp | 60.3%-55.7pp |
| Annual return | 15.82% | 23.16%-7.3pp | 528.60%-512.8pp | 29.43%-13.6pp |
| Employer contribution / active EE | $0 | $450-100.0% | $932-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $678 | $934-27.4% | $1,826-62.9% | $3,767-82.0% |
| Admin fee / account holder | $341 | $2,175-84.3% | $2,491-86.3% | $2,969-88.5% |