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 | $68,657 | $44,984+52.6% | $85,009-19.2% | $74,546-7.9% |
| Participation rate | 18.6% | 49.4%-30.8pp | 67.5%-48.9pp | 67.2%-48.6pp |
| Annual return | 15.82% | 26.25%-10.4pp | 66.47%-50.6pp | 1366.03%-1350.2pp |
| Employer contribution / active EE | $533 | $1,458-63.4% | $2,728-80.5% | $2,624-79.7% |
| Participant deferral / active EE | $956 | $2,733-65.0% | $4,522-78.9% | $4,347-78.0% |
| Admin fee / account holder | $1,354 | $2,208-38.7% | $6,153-78.0% | $1,944-30.3% |