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 | $82,216 | $58,927+39.5% | $76,817+7.0% | $72,985+12.6% |
| Participation rate | 65.3% | 67.3%-2.0pp | 72.1%-6.8pp | 69.5%-4.2pp |
| Annual return | 19.72% | 2305.64%-2285.9pp | 1166.11%-1146.4pp | 81.00%-61.3pp |
| Employer contribution / active EE | $823 | $1,787-54.0% | $2,302-64.3% | $2,440-66.3% |
| Participant deferral / active EE | $4,268 | $2,690+58.6% | $3,336+27.9% | $3,607+18.3% |
| Admin fee / account holder | $1,700 | $4,013-57.6% | $6,420-73.5% | $5,124-66.8% |