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 | $88,162 | $48,046+83.5% | $84,611+4.2% | $72,985+20.8% |
| Participation rate | 15.6% | 57.6%-42.0pp | 68.2%-52.6pp | 69.5%-53.9pp |
| Annual return | 22.21% | 37.38%-15.2pp | 258.74%-236.5pp | 81.00%-58.8pp |
| Employer contribution / active EE | $482 | $1,602-69.9% | $2,652-81.8% | $2,440-80.3% |
| Participant deferral / active EE | $1,054 | $2,680-60.7% | $3,899-73.0% | $3,607-70.8% |
| Admin fee / account holder | $756 | $3,395-77.7% | $4,912-84.6% | $5,124-85.3% |