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 | $208,776 | $37,426+457.8% | $77,482+169.5% | $79,858+161.4% |
| Participation rate | 4.3% | 41.5%-37.3pp | 54.2%-49.9pp | 69.6%-65.4pp |
| Annual return | 23.01% | 39.70%-16.7pp | 54.79%-31.8pp | 31.71%-8.7pp |
| Employer contribution / active EE | $134 | $637-79.0% | $986-86.5% | $2,471-94.6% |
| Participant deferral / active EE | $968 | $1,260-23.2% | $1,861-48.0% | $3,740-74.1% |
| Admin fee / account holder | $2,617 | $2,504+4.5% | $2,858-8.4% | $5,306-50.7% |