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 | $112,175 | $70,606+58.9% | $53,898+108.1% | $142,382-21.2% |
| Participation rate | 35.3% | 63.7%-28.4pp | 55.0%-19.7pp | 80.1%-44.8pp |
| Annual return | 13.09% | 619.81%-606.7pp | 528.60%-515.5pp | 217.08%-204.0pp |
| Employer contribution / active EE | $550 | $1,202-54.3% | $932-41.0% | $4,299-87.2% |
| Participant deferral / active EE | $1,186 | $2,364-49.8% | $1,826-35.0% | $6,507-81.8% |
| Admin fee / account holder | $980 | $2,852-65.6% | $2,491-60.7% | $12,624-92.2% |