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 3-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 | $2,582 | $30,400-91.5% | $53,898-95.2% | $84,808-97.0% |
| Participation rate | 45.1% | 46.4%-1.3pp | 55.0%-9.9pp | 68.3%-23.2pp |
| Annual return | 25.86% | 500.19%-474.3pp | 528.60%-502.7pp | 40.90%-15.0pp |
| Employer contribution / active EE | $0 | $603-100.0% | $932-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $439 | $1,199-63.4% | $1,826-76.0% | $4,212-89.6% |
| Admin fee / account holder | $507 | $1,993-74.6% | $2,491-79.7% | $7,344-93.1% |