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 | $152,775 | $48,570+214.5% | $130,648+16.9% | $72,985+109.3% |
| Participation rate | 41.7% | 58.6%-16.9pp | 71.7%-30.1pp | 69.5%-27.8pp |
| Annual return | 26.24% | 38.63%-12.4pp | 1708.96%-1682.7pp | 81.00%-54.8pp |
| Employer contribution / active EE | $1,145 | $1,334-14.2% | $4,092-72.0% | $2,440-53.1% |
| Participant deferral / active EE | $1,870 | $2,384-21.6% | $3,603-48.1% | $3,607-48.2% |
| Admin fee / account holder | $870 | $3,549-75.5% | $5,464-84.1% | $5,124-83.0% |