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 | $93,023 | $65,561+41.9% | $86,188+7.9% | $75,163+23.8% |
| Participation rate | 69.2% | 60.5%+8.7pp | 69.0%+0.3pp | 67.2%+2.0pp |
| Annual return | 14.07% | 46.05%-32.0pp | 1168.45%-1154.4pp | 160.62%-146.5pp |
| Employer contribution / active EE | $1,087 | $1,553-30.0% | $2,380-54.4% | $2,670-59.3% |
| Participant deferral / active EE | $2,800 | $3,024-7.4% | $3,985-29.7% | $4,125-32.1% |
| Admin fee / account holder | $642 | $5,474-88.3% | $6,852-90.6% | $5,651-88.6% |