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 | $85,607 | $59,417+44.1% | $93,606-8.5% | $74,495+14.9% |
| Participation rate | 49.6% | 59.7%-10.1pp | 68.7%-19.2pp | 67.2%-17.6pp |
| Annual return | 28.10% | 81.83%-53.7pp | 133.20%-105.1pp | 1364.94%-1336.8pp |
| Employer contribution / active EE | $725 | $1,264-42.6% | $2,420-70.0% | $2,623-72.4% |
| Participant deferral / active EE | $4,264 | $3,050+39.8% | $4,411-3.3% | $4,346-1.9% |
| Admin fee / account holder | $6,967 | $3,021+130.6% | $8,285-15.9% | $1,942+258.8% |