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 | $168,665 | $121,625+38.7% | $104,607+61.2% | $158,922+6.1% |
| Participation rate | 28.6% | 77.5%-49.0pp | 74.1%-45.5pp | 82.0%-53.4pp |
| Annual return | 12.99% | 465.26%-452.3pp | 340.46%-327.5pp | 302.83%-289.8pp |
| Employer contribution / active EE | $1,586 | $3,163-49.9% | $2,681-40.8% | $4,761-66.7% |
| Participant deferral / active EE | $3,461 | $4,177-17.2% | $3,740-7.5% | $5,982-42.2% |
| Admin fee / account holder | $886 | $7,787-88.6% | $6,473-86.3% | $11,246-92.1% |