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 | $90,566 | $106,890-15.3% | $84,015+7.8% | $152,861-40.8% |
| Participation rate | 33.3% | 75.2%-41.9pp | 69.0%-35.7pp | 82.4%-49.1pp |
| Annual return | 14.01% | 104.99%-91.0pp | 71.31%-57.3pp | 345.32%-331.3pp |
| Employer contribution / active EE | $718 | $2,734-73.8% | $1,983-63.8% | $4,762-84.9% |
| Participant deferral / active EE | $2,607 | $4,011-35.0% | $3,239-19.5% | $5,850-55.4% |
| Admin fee / account holder | $411 | $8,285-95.0% | $6,101-93.3% | $11,596-96.5% |