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 | $61,899 | $47,479+30.4% | $62,929-1.6% | $82,448-24.9% |
| Participation rate | 62.1% | 66.9%-4.8pp | 73.1%-11.0pp | 68.1%-6.0pp |
| Annual return | 15.14% | 20.34%-5.2pp | 1063.93%-1048.8pp | 41.64%-26.5pp |
| Employer contribution / active EE | $1,618 | $1,885-14.2% | $2,505-35.4% | $2,551-36.6% |
| Participant deferral / active EE | $6,582 | $2,870+129.3% | $3,888+69.3% | $4,139+59.0% |
| Admin fee / account holder | $389 | $3,804-89.8% | $5,065-92.3% | $7,234-94.6% |