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 | $44,968 | $55,415-18.9% | $155,509-71.1% | $74,495-39.6% |
| Participation rate | 8.9% | 61.9%-53.0pp | 78.2%-69.2pp | 67.2%-58.3pp |
| Annual return | 11.39% | 268.50%-257.1pp | 64.67%-53.3pp | 1364.94%-1353.6pp |
| Employer contribution / active EE | $382 | $2,267-83.2% | $4,672-91.8% | $2,623-85.4% |
| Participant deferral / active EE | $900 | $2,836-68.3% | $5,626-84.0% | $4,346-79.3% |
| Admin fee / account holder | $2,055 | $1,738+18.2% | $15,912-87.1% | $1,942+5.8% |