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 | $70,366 | $63,346+11.1% | $92,233-23.7% | $70,131+0.3% |
| Participation rate | 60.8% | 68.7%-7.9pp | 76.5%-15.7pp | 69.5%-8.8pp |
| Annual return | 13.78% | 530.12%-516.3pp | 176.28%-162.5pp | 73.14%-59.4pp |
| Employer contribution / active EE | $890 | $2,471-64.0% | $3,679-75.8% | $2,342-62.0% |
| Participant deferral / active EE | $3,669 | $2,854+28.6% | $3,897-5.8% | $3,332+10.1% |
| Admin fee / account holder | $9,702 | $3,840+152.7% | $5,194+86.8% | $4,645+108.9% |