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 | $47,264 | $45,152+4.7% | $73,843-36.0% | $59,632-20.7% |
| Participation rate | 59.6% | 64.0%-4.4pp | 73.4%-13.9pp | 68.7%-9.1pp |
| Annual return | 5.90% | 27.40%-21.5pp | 2267.84%-2261.9pp | 2041.28%-2035.4pp |
| Employer contribution / active EE | $0 | $1,902-100.0% | $2,787-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $7,052 | $2,574+174.0% | $3,583+96.8% | $3,192+120.9% |
| Admin fee / account holder | $8,933 | $3,516+154.0% | $4,880+83.0% | $4,297+107.9% |