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 | $85,956 | $65,561+31.1% | $86,188-0.3% | $75,163+14.4% |
| Participation rate | 38.0% | 60.5%-22.4pp | 69.0%-30.9pp | 67.2%-29.1pp |
| Annual return | 19.40% | 46.05%-26.7pp | 1168.45%-1149.0pp | 160.62%-141.2pp |
| Employer contribution / active EE | $732 | $1,553-52.9% | $2,380-69.3% | $2,670-72.6% |
| Participant deferral / active EE | $3,709 | $3,024+22.7% | $3,985-6.9% | $4,125-10.1% |
| Admin fee / account holder | $17,259 | $5,474+215.3% | $6,852+151.9% | $5,651+205.4% |