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 | $64,809 | $56,053+15.6% | $75,972-14.7% | $80,856-19.8% |
| Participation rate | 37.7% | 62.0%-24.3pp | 69.1%-31.3pp | 67.6%-29.9pp |
| Annual return | 21.82% | 20.53%+1.3pp | 359.55%-337.7pp | 35.59%-13.8pp |
| Employer contribution / active EE | $521 | $1,874-72.2% | $2,685-80.6% | $2,755-81.1% |
| Participant deferral / active EE | $1,405 | $3,052-54.0% | $4,255-67.0% | $4,296-67.3% |
| Admin fee / account holder | $470 | $5,234-91.0% | $6,467-92.7% | $6,918-93.2% |