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 | $115,893 | $117,841-1.7% | $102,423+13.2% | $145,922-20.6% |
| Participation rate | 57.1% | 78.6%-21.4pp | 76.5%-19.3pp | 80.3%-23.1pp |
| Annual return | 12.75% | 31.65%-18.9pp | 29.32%-16.6pp | 561.29%-548.5pp |
| Employer contribution / active EE | $1,682 | $3,615-53.5% | $3,023-44.4% | $4,660-63.9% |
| Participant deferral / active EE | $2,934 | $5,731-48.8% | $5,053-41.9% | $6,688-56.1% |
| Admin fee / account holder | $1,908 | $13,326-85.7% | $9,451-79.8% | $13,397-85.8% |