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 | $29,008 | $49,922-41.9% | $80,569-64.0% | $75,163-61.4% |
| Participation rate | 63.9% | 55.3%+8.6pp | 67.0%-3.1pp | 67.2%-3.3pp |
| Annual return | 19.05% | 34.69%-15.6pp | 935.43%-916.4pp | 160.62%-141.6pp |
| Employer contribution / active EE | $1,923 | $1,698+13.2% | $2,723-29.4% | $2,670-28.0% |
| Participant deferral / active EE | $4,322 | $2,990+44.5% | $4,447-2.8% | $4,125+4.8% |
| Admin fee / account holder | $2,434 | $3,577-32.0% | $5,377-54.7% | $5,651-56.9% |