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 | $44,103 | $65,561-32.7% | $86,188-48.8% | $75,163-41.3% |
| Participation rate | 60.6% | 60.5%+0.2pp | 69.0%-8.3pp | 67.2%-6.6pp |
| Annual return | 12.81% | 46.05%-33.2pp | 1168.45%-1155.6pp | 160.62%-147.8pp |
| Employer contribution / active EE | $1,310 | $1,553-15.6% | $2,380-44.9% | $2,670-50.9% |
| Participant deferral / active EE | $4,027 | $3,024+33.2% | $3,985+1.1% | $4,125-2.4% |
| Admin fee / account holder | $18,289 | $5,474+234.1% | $6,852+166.9% | $5,651+223.6% |