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 | $85,536 | $85,202+0.4% | $172,739-50.5% | $72,985+17.2% |
| Participation rate | 37.0% | 70.1%-33.0pp | 82.6%-45.6pp | 69.5%-32.4pp |
| Annual return | 22.75% | 27.32%-4.6pp | 802.84%-780.1pp | 81.00%-58.2pp |
| Employer contribution / active EE | $779 | $3,324-76.6% | $5,143-84.9% | $2,440-68.1% |
| Participant deferral / active EE | $2,130 | $3,260-34.7% | $5,198-59.0% | $3,607-41.0% |
| Admin fee / account holder | $566 | $5,884-90.4% | $13,954-95.9% | $5,124-89.0% |