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 | $64,826 | $63,346+2.3% | $92,233-29.7% | $70,131-7.6% |
| Participation rate | 64.6% | 68.7%-4.1pp | 76.5%-11.9pp | 69.5%-5.0pp |
| Annual return | 22.91% | 530.12%-507.2pp | 176.28%-153.4pp | 73.14%-50.2pp |
| Employer contribution / active EE | $618 | $2,471-75.0% | $3,679-83.2% | $2,342-73.6% |
| Participant deferral / active EE | $3,549 | $2,854+24.4% | $3,897-8.9% | $3,332+6.5% |
| Admin fee / account holder | $7,129 | $3,840+85.6% | $5,194+37.3% | $4,645+53.5% |