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 10-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 | $106,371 | $27,915+281.0% | $58,482+81.9% | $75,163+41.5% |
| Participation rate | 57.7% | 38.8%+18.9pp | 50.9%+6.8pp | 67.2%-9.5pp |
| Annual return | 17.08% | 44.20%-27.1pp | 4239.32%-4222.2pp | 160.62%-143.5pp |
| Employer contribution / active EE | $1,462 | $669+118.6% | $1,053+38.8% | $2,670-45.2% |
| Participant deferral / active EE | $2,128 | $1,201+77.2% | $1,924+10.6% | $4,125-48.4% |
| Admin fee / account holder | $3,015 | $1,726+74.7% | $2,516+19.9% | $5,651-46.6% |