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 | $116,758 | $104,974+11.2% | $95,585+22.2% | $142,382-18.0% |
| Participation rate | 42.9% | 75.0%-32.1pp | 72.1%-29.2pp | 80.1%-37.3pp |
| Annual return | 11.66% | 210.33%-198.7pp | 38.56%-26.9pp | 217.08%-205.4pp |
| Employer contribution / active EE | $597 | $2,779-78.5% | $2,527-76.4% | $4,299-86.1% |
| Participant deferral / active EE | $4,893 | $4,352+12.4% | $4,023+21.6% | $6,507-24.8% |
| Admin fee / account holder | $378 | $6,386-94.1% | $6,127-93.8% | $12,624-97.0% |