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 | $91,471 | $81,840+11.8% | $63,412+44.2% | $125,391-27.1% |
| Participation rate | 50.0% | 73.0%-23.0pp | 67.1%-17.1pp | 83.2%-33.2pp |
| Annual return | 19.41% | -0.10%+19.5pp | 4.04%+15.4pp | 282.22%-262.8pp |
| Employer contribution / active EE | $8,250 | $2,377+247.1% | $1,814+354.7% | $4,866+69.5% |
| Participant deferral / active EE | $1,055 | $3,064-65.6% | $2,496-57.7% | $5,352-80.3% |
| Admin fee / account holder | $438 | $4,951-91.2% | $3,753-88.3% | $9,540-95.4% |