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 | $45,732 | $27,915+63.8% | $58,482-21.8% | $75,163-39.2% |
| Participation rate | 52.2% | 38.8%+13.3pp | 50.9%+1.3pp | 67.2%-15.0pp |
| Annual return | 17.73% | 44.20%-26.5pp | 4239.32%-4221.6pp | 160.62%-142.9pp |
| Employer contribution / active EE | $1,446 | $669+116.2% | $1,053+37.3% | $2,670-45.8% |
| Participant deferral / active EE | $2,312 | $1,201+92.4% | $1,924+20.2% | $4,125-44.0% |
| Admin fee / account holder | $1,771 | $1,726+2.6% | $2,516-29.6% | $5,651-68.7% |