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 | $78,193 | $71,192+9.8% | $117,854-33.7% | $62,292+25.5% |
| Participation rate | 59.0% | 74.2%-15.2pp | 79.7%-20.6pp | 69.5%-10.5pp |
| Annual return | 49.29% | 18.66%+30.6pp | 335.08%-285.8pp | 28.90%+20.4pp |
| Employer contribution / active EE | $1,218 | $1,934-37.0% | $3,786-67.8% | $2,042-40.3% |
| Participant deferral / active EE | $4,423 | $3,189+38.7% | $4,482-1.3% | $3,169+39.6% |
| Admin fee / account holder | $3,509 | $587+497.5% | $8,020-56.2% | $479+632.0% |