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 | $234,310 | $95,561+145.2% | $77,163+203.7% | $139,434+68.0% |
| Participation rate | 57.1% | 73.9%-16.8pp | 69.6%-12.4pp | 80.3%-23.2pp |
| Annual return | 14.75% | 54.92%-40.2pp | 37.87%-23.1pp | 372.94%-358.2pp |
| Employer contribution / active EE | $1,913 | $3,147-39.2% | $2,535-24.5% | $4,751-59.7% |
| Participant deferral / active EE | $8,006 | $4,624+73.2% | $3,833+108.9% | $6,710+19.3% |
| Admin fee / account holder | $895 | $8,295-89.2% | $5,472-83.6% | $11,403-92.1% |