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 7-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 | $38,406 | $31,310+22.7% | $53,898-28.7% | $74,304-48.3% |
| Participation rate | 33.3% | 30.7%+2.7pp | 55.0%-21.6pp | 60.3%-27.0pp |
| Annual return | 18.12% | 23.16%-5.0pp | 528.60%-510.5pp | 29.43%-11.3pp |
| Employer contribution / active EE | $1,009 | $450+124.2% | $932+8.2% | $2,241-55.0% |
| Participant deferral / active EE | $1,248 | $934+33.6% | $1,826-31.7% | $3,767-66.9% |
| Admin fee / account holder | $1,887 | $2,175-13.3% | $2,491-24.3% | $2,969-36.5% |