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 8-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 | $132,664 | $63,346+109.4% | $92,233+43.8% | $70,131+89.2% |
| Participation rate | 53.3% | 68.7%-15.3pp | 76.5%-23.1pp | 69.5%-16.2pp |
| Annual return | 13.84% | 530.12%-516.3pp | 176.28%-162.4pp | 73.14%-59.3pp |
| Employer contribution / active EE | $1,474 | $2,471-40.4% | $3,679-59.9% | $2,342-37.1% |
| Participant deferral / active EE | $5,727 | $2,854+100.7% | $3,897+47.0% | $3,332+71.9% |
| Admin fee / account holder | $2,886 | $3,840-24.9% | $5,194-44.4% | $4,645-37.9% |