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 | $99,042 | $88,672+11.7% | $105,223-5.9% | $82,448+20.1% |
| Participation rate | 56.4% | 67.9%-11.5pp | 75.0%-18.6pp | 68.1%-11.7pp |
| Annual return | 79.97% | 30.86%+49.1pp | 180.65%-100.7pp | 41.64%+38.3pp |
| Employer contribution / active EE | $2,520 | $3,048-17.3% | $3,689-31.7% | $2,551-1.2% |
| Participant deferral / active EE | $6,164 | $4,036+52.7% | $5,072+21.5% | $4,139+48.9% |
| Admin fee / account holder | $2,475 | $7,146-65.4% | $8,859-72.1% | $7,234-65.8% |