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 | $69,876 | $39,019+79.1% | $80,716-13.4% | $85,850-18.6% |
| Participation rate | 15.8% | 41.5%-25.8pp | 54.2%-38.4pp | 69.3%-53.5pp |
| Annual return | 11.98% | 26.27%-14.3pp | 87.28%-75.3pp | 318.53%-306.6pp |
| Employer contribution / active EE | $538 | $722-25.5% | $1,160-53.6% | $2,565-79.0% |
| Participant deferral / active EE | $1,547 | $1,326+16.7% | $2,146-27.9% | $3,952-60.8% |
| Admin fee / account holder | $6,197 | $2,431+154.9% | $3,380+83.3% | $6,260-1.0% |