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 | $28,538 | $27,839+2.5% | $58,482-51.2% | $71,457-60.1% |
| Participation rate | 16.8% | 34.5%-17.7pp | 50.9%-34.0pp | 67.9%-51.1pp |
| Annual return | 129.48% | 26.81%+102.7pp | 4239.32%-4109.8pp | 28.85%+100.6pp |
| Employer contribution / active EE | $211 | $631-66.6% | $1,053-80.0% | $2,588-91.9% |
| Participant deferral / active EE | $363 | $1,206-69.9% | $1,924-81.1% | $4,289-91.5% |
| Admin fee / account holder | $20,937 | $1,641+1176.1% | $2,516+732.2% | $1,587+1219.0% |