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 | $95,379 | $101,069-5.6% | $81,478+17.1% | $147,584-35.4% |
| Participation rate | 58.8% | 74.5%-15.6pp | 68.0%-9.1pp | 82.8%-24.0pp |
| Annual return | 16.01% | 32.40%-16.4pp | 38.78%-22.8pp | 578.55%-562.5pp |
| Employer contribution / active EE | $696 | $3,205-78.3% | $2,568-72.9% | $4,876-85.7% |
| Participant deferral / active EE | $8,981 | $4,242+111.7% | $3,537+154.0% | $5,439+65.1% |
| Admin fee / account holder | $829 | $5,812-85.7% | $4,561-81.8% | $10,885-92.4% |