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 | $104,201 | $96,635+7.8% | $86,612+20.3% | $139,434-25.3% |
| Participation rate | 47.8% | 74.4%-26.6pp | 71.7%-23.9pp | 80.3%-32.5pp |
| Annual return | 15.65% | 106.41%-90.8pp | 591.07%-575.4pp | 372.94%-357.3pp |
| Employer contribution / active EE | $1,627 | $3,263-50.1% | $3,022-46.2% | $4,751-65.8% |
| Participant deferral / active EE | $3,241 | $4,836-33.0% | $4,438-27.0% | $6,710-51.7% |
| Admin fee / account holder | $444 | $6,408-93.1% | $5,614-92.1% | $11,403-96.1% |