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 5-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 | $33,261 | $29,660+12.1% | $56,411-41.0% | $80,856-58.9% |
| Participation rate | 38.4% | 41.6%-3.3pp | 52.5%-14.1pp | 67.6%-29.3pp |
| Annual return | 21.48% | 35.23%-13.8pp | 1701.33%-1679.9pp | 35.59%-14.1pp |
| Employer contribution / active EE | $798 | $669+19.3% | $1,039-23.1% | $2,755-71.0% |
| Participant deferral / active EE | $1,520 | $1,226+24.0% | $1,952-22.1% | $4,296-64.6% |
| Admin fee / account holder | $398 | $2,428-83.6% | $2,829-85.9% | $6,918-94.3% |