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 | $113,120 | $102,382+10.5% | $147,005-23.1% | $80,874+39.9% |
| Participation rate | 32.0% | 75.8%-43.8pp | 82.2%-50.2pp | 67.6%-35.6pp |
| Annual return | 24.86% | 134.89%-110.0pp | 418.76%-393.9pp | 35.62%-10.8pp |
| Employer contribution / active EE | $1,431 | $3,715-61.5% | $4,934-71.0% | $2,756-48.1% |
| Participant deferral / active EE | $6,224 | $6,646-6.4% | $8,070-22.9% | $4,297+44.9% |
| Admin fee / account holder | $52,262 | $7,942+558.0% | $13,006+301.8% | $6,935+653.6% |