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 | $118,974 | $102,317+16.3% | $146,958-19.0% | $80,856+47.1% |
| Participation rate | 62.2% | 75.8%-13.7pp | 82.2%-20.0pp | 67.6%-5.5pp |
| Annual return | 14.36% | 134.76%-120.4pp | 418.34%-404.0pp | 35.59%-21.2pp |
| Employer contribution / active EE | $2,120 | $3,713-42.9% | $4,933-57.0% | $2,755-23.1% |
| Participant deferral / active EE | $4,597 | $6,644-30.8% | $8,070-43.0% | $4,296+7.0% |
| Admin fee / account holder | $23,967 | $7,941+201.8% | $12,998+84.4% | $6,918+246.4% |