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 | $40,878 | $34,308+19.2% | $74,701-45.3% | $72,985-44.0% |
| Participation rate | 31.5% | 42.4%-10.9pp | 54.5%-23.0pp | 69.5%-38.0pp |
| Annual return | 26.46% | 26.58%-0.1pp | 752.92%-726.5pp | 81.00%-54.5pp |
| Employer contribution / active EE | $0 | $692-100.0% | $1,084-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $609 | $1,271-52.1% | $1,964-69.0% | $3,607-83.1% |
| Admin fee / account holder | $2,166 | $2,124+1.9% | $3,333-35.0% | $5,124-57.7% |