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 | $144,600 | $99,985+44.6% | $146,665-1.4% | $85,850+68.4% |
| Participation rate | 42.3% | 73.1%-30.7pp | 80.1%-37.8pp | 69.3%-27.0pp |
| Annual return | 14.06% | 18.93%-4.9pp | 22.74%-8.7pp | 318.53%-304.5pp |
| Employer contribution / active EE | $0 | $2,559-100.0% | $4,136-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $2,782 | $4,006-30.5% | $5,506-49.5% | $3,952-29.6% |
| Admin fee / account holder | $17,112 | $7,702+122.2% | $10,280+66.5% | $6,260+173.4% |