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 | $152,834 | $44,984+239.7% | $85,009+79.8% | $74,546+105.0% |
| Participation rate | 12.2% | 49.4%-37.2pp | 67.5%-55.3pp | 67.2%-55.0pp |
| Annual return | 11.89% | 26.25%-14.4pp | 66.47%-54.6pp | 1366.03%-1354.1pp |
| Employer contribution / active EE | $623 | $1,458-57.3% | $2,728-77.2% | $2,624-76.3% |
| Participant deferral / active EE | $1,481 | $2,733-45.8% | $4,522-67.2% | $4,347-65.9% |
| Admin fee / account holder | $2,057 | $2,208-6.8% | $6,153-66.6% | $1,944+5.8% |