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 | $59,785 | $30,588+95.5% | $53,898+10.9% | $85,563-30.1% |
| Participation rate | 15.8% | 26.3%-10.6pp | 55.0%-39.2pp | 66.0%-50.2pp |
| Annual return | 26.15% | 50.42%-24.3pp | 528.60%-502.5pp | 31.51%-5.4pp |
| Employer contribution / active EE | $574 | $436+31.6% | $932-38.4% | $2,654-78.4% |
| Participant deferral / active EE | $1,123 | $848+32.5% | $1,826-38.5% | $4,375-74.3% |
| Admin fee / account holder | $6,921 | $1,879+268.3% | $2,491+177.9% | $834+729.7% |