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 | $56,682 | $34,934+62.3% | $56,411+0.5% | $74,495-23.9% |
| Participation rate | 33.6% | 32.8%+0.8pp | 52.5%-18.8pp | 67.2%-33.6pp |
| Annual return | 11.53% | 25.94%-14.4pp | 1701.33%-1689.8pp | 1364.94%-1353.4pp |
| Employer contribution / active EE | $468 | $609-23.2% | $1,039-55.0% | $2,623-82.2% |
| Participant deferral / active EE | $774 | $1,170-33.8% | $1,952-60.3% | $4,346-82.2% |
| Admin fee / account holder | $4,765 | $2,364+101.6% | $2,829+68.5% | $1,942+145.4% |