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 | $177,285 | $49,173+260.5% | $121,098+46.4% | $75,163+135.9% |
| Participation rate | 37.9% | 55.4%-17.5pp | 69.5%-31.6pp | 67.2%-29.3pp |
| Annual return | 23.93% | 55.99%-32.1pp | 985.75%-961.8pp | 160.62%-136.7pp |
| Employer contribution / active EE | $1,323 | $1,546-14.4% | $4,164-68.2% | $2,670-50.4% |
| Participant deferral / active EE | $2,104 | $2,628-19.9% | $4,080-48.4% | $4,125-49.0% |
| Admin fee / account holder | $2,687 | $3,942-31.8% | $5,644-52.4% | $5,651-52.5% |