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 5-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 | $79,756 | $67,823+17.6% | $52,425+52.1% | $137,256-41.9% |
| Participation rate | 9.5% | 63.9%-54.4pp | 55.6%-46.1pp | 80.0%-70.4pp |
| Annual return | 13.88% | 219.11%-205.2pp | 302.12%-288.2pp | 220.34%-206.5pp |
| Employer contribution / active EE | $264 | $1,163-77.3% | $914-71.1% | $4,156-93.7% |
| Participant deferral / active EE | $1,196 | $2,288-47.7% | $1,790-33.2% | $6,407-81.3% |
| Admin fee / account holder | $674 | $2,844-76.3% | $2,495-73.0% | $12,270-94.5% |