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 | $120,170 | $104,974+14.5% | $95,585+25.7% | $142,382-15.6% |
| Participation rate | 42.9% | 75.0%-32.1pp | 72.1%-29.2pp | 80.1%-37.3pp |
| Annual return | 13.39% | 210.33%-196.9pp | 38.56%-25.2pp | 217.08%-203.7pp |
| Employer contribution / active EE | $345 | $2,779-87.6% | $2,527-86.3% | $4,299-92.0% |
| Participant deferral / active EE | $979 | $4,352-77.5% | $4,023-75.7% | $6,507-84.9% |
| Admin fee / account holder | $3,809 | $6,386-40.4% | $6,127-37.8% | $12,624-69.8% |