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 | $68,384 | $29,660+130.6% | $56,411+21.2% | $80,856-15.4% |
| Participation rate | 51.7% | 41.6%+10.0pp | 52.5%-0.8pp | 67.6%-16.0pp |
| Annual return | 19.71% | 35.23%-15.5pp | 1701.33%-1681.6pp | 35.59%-15.9pp |
| Employer contribution / active EE | $1,672 | $669+149.9% | $1,039+61.0% | $2,755-39.3% |
| Participant deferral / active EE | $3,766 | $1,226+207.2% | $1,952+92.9% | $4,296-12.3% |
| Admin fee / account holder | $5,972 | $2,428+146.0% | $2,829+111.1% | $6,918-13.7% |