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 | $54,689 | $48,795+12.1% | $65,493-16.5% | $84,808-35.5% |
| Participation rate | 48.4% | 67.0%-18.6pp | 73.1%-24.7pp | 68.3%-19.9pp |
| Annual return | 20.18% | 20.20%0pp | 982.45%-962.3pp | 40.90%-20.7pp |
| Employer contribution / active EE | $1,504 | $1,930-22.1% | $2,574-41.6% | $2,631-42.9% |
| Participant deferral / active EE | $3,852 | $2,928+31.6% | $3,961-2.7% | $4,212-8.5% |
| Admin fee / account holder | $680 | $3,877-82.5% | $5,028-86.5% | $7,344-90.7% |