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 | $25,022 | $46,360-46.0% | $147,614-83.0% | $52,331-52.2% |
| Participation rate | 35.2% | 64.9%-29.8pp | 84.6%-49.4pp | 68.1%-32.9pp |
| Annual return | 572.43% | 1.62%+570.8pp | 61.98%+510.5pp | 4.54%+567.9pp |
| Employer contribution / active EE | $320 | $2,126-85.0% | $5,564-94.3% | $1,882-83.0% |
| Participant deferral / active EE | $836 | $2,258-63.0% | $4,895-82.9% | $3,022-72.3% |
| Admin fee / account holder | $931 | $766+21.5% | $11,611-92.0% | $592+57.3% |