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 | $83,326 | $60,124+38.6% | $90,404-7.8% | $79,858+4.3% |
| Participation rate | 67.2% | 65.0%+2.3pp | 72.7%-5.4pp | 69.6%-2.4pp |
| Annual return | 29.90% | 71.94%-42.0pp | 1293.02%-1263.1pp | 31.71%-1.8pp |
| Employer contribution / active EE | $2,059 | $2,068-0.4% | $3,262-36.9% | $2,471-16.7% |
| Participant deferral / active EE | $3,938 | $2,938+34.0% | $3,963-0.6% | $3,740+5.3% |
| Admin fee / account holder | $2,330 | $3,976-41.4% | $5,611-58.5% | $5,306-56.1% |