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 4-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 | $84,290 | $74,888+12.6% | $71,209+18.4% | $142,382-40.8% |
| Participation rate | 11.8% | 76.2%-64.5pp | 73.8%-62.0pp | 80.1%-68.4pp |
| Annual return | 23.06% | 345.14%-322.1pp | 282.51%-259.4pp | 217.08%-194.0pp |
| Employer contribution / active EE | $0 | $2,854-100.0% | $2,721-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $1,350 | $4,454-69.7% | $4,175-67.7% | $6,507-79.3% |
| Admin fee / account holder | $315 | $5,568-94.4% | $5,349-94.1% | $12,624-97.5% |