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 | $92,647 | $106,890-13.3% | $84,015+10.3% | $152,861-39.4% |
| Participation rate | 61.1% | 75.2%-14.1pp | 69.0%-7.9pp | 82.4%-21.3pp |
| Annual return | 22.99% | 104.99%-82.0pp | 71.31%-48.3pp | 345.32%-322.3pp |
| Employer contribution / active EE | $1,504 | $2,734-45.0% | $1,983-24.2% | $4,762-68.4% |
| Participant deferral / active EE | $3,843 | $4,011-4.2% | $3,239+18.7% | $5,850-34.3% |
| Admin fee / account holder | $330 | $8,285-96.0% | $6,101-94.6% | $11,596-97.2% |