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 | $38,358 | $34,308+11.8% | $74,701-48.7% | $72,985-47.4% |
| Participation rate | 55.4% | 42.4%+13.0pp | 54.5%+0.9pp | 69.5%-14.1pp |
| Annual return | 22.94% | 26.58%-3.6pp | 752.92%-730.0pp | 81.00%-58.1pp |
| Employer contribution / active EE | $540 | $692-21.9% | $1,084-50.2% | $2,440-77.9% |
| Participant deferral / active EE | $761 | $1,271-40.1% | $1,964-61.2% | $3,607-78.9% |
| Admin fee / account holder | $2,491 | $2,124+17.3% | $3,333-25.2% | $5,124-51.4% |