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 | $110,275 | $65,561+68.2% | $86,188+27.9% | $75,163+46.7% |
| Participation rate | 36.7% | 60.5%-23.8pp | 69.0%-32.3pp | 67.2%-30.5pp |
| Annual return | 13.28% | 46.05%-32.8pp | 1168.45%-1155.2pp | 160.62%-147.3pp |
| Employer contribution / active EE | $637 | $1,553-59.0% | $2,380-73.2% | $2,670-76.1% |
| Participant deferral / active EE | $2,122 | $3,024-29.8% | $3,985-46.8% | $4,125-48.6% |
| Admin fee / account holder | $4,083 | $5,474-25.4% | $6,852-40.4% | $5,651-27.7% |