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 | $62,038 | $45,566+36.1% | $64,105-3.2% | $59,632+4.0% |
| Participation rate | 65.6% | 60.2%+5.5pp | 68.2%-2.5pp | 68.7%-3.0pp |
| Annual return | -1.01% | 4.95%-6.0pp | 791.24%-792.2pp | 2041.28%-2042.3pp |
| Employer contribution / active EE | $750 | $934-19.7% | $1,820-58.8% | $2,203-65.9% |
| Participant deferral / active EE | $2,323 | $2,057+13.0% | $2,822-17.7% | $3,192-27.2% |
| Admin fee / account holder | $1,583 | $3,268-51.5% | $4,499-64.8% | $4,297-63.2% |