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 | $101,898 | $65,561+55.4% | $86,188+18.2% | $75,163+35.6% |
| Participation rate | 57.7% | 60.5%-2.8pp | 69.0%-11.3pp | 67.2%-9.5pp |
| Annual return | 12.91% | 46.05%-33.1pp | 1168.45%-1155.5pp | 160.62%-147.7pp |
| Employer contribution / active EE | $1,335 | $1,553-14.0% | $2,380-43.9% | $2,670-50.0% |
| Participant deferral / active EE | $3,708 | $3,024+22.6% | $3,985-7.0% | $4,125-10.1% |
| Admin fee / account holder | $1,846 | $5,474-66.3% | $6,852-73.1% | $5,651-67.3% |