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 | $78,782 | $96,635-18.5% | $86,612-9.0% | $139,434-43.5% |
| Participation rate | 37.5% | 74.4%-36.9pp | 71.7%-34.2pp | 80.3%-42.8pp |
| Annual return | 13.59% | 106.41%-92.8pp | 591.07%-577.5pp | 372.94%-359.4pp |
| Employer contribution / active EE | $960 | $3,263-70.6% | $3,022-68.2% | $4,751-79.8% |
| Participant deferral / active EE | $4,609 | $4,836-4.7% | $4,438+3.9% | $6,710-31.3% |
| Admin fee / account holder | $8,109 | $6,408+26.5% | $5,614+44.4% | $11,403-28.9% |