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 | $185,886 | $133,922+38.8% | $116,228+59.9% | $142,382+30.6% |
| Participation rate | 50.0% | 77.9%-27.9pp | 74.6%-24.6pp | 80.1%-30.1pp |
| Annual return | 14.26% | 147.76%-133.5pp | 90.06%-75.8pp | 217.08%-202.8pp |
| Employer contribution / active EE | $2,101 | $3,446-39.0% | $2,994-29.8% | $4,299-51.1% |
| Participant deferral / active EE | $7,619 | $5,672+34.3% | $4,953+53.8% | $6,507+17.1% |
| Admin fee / account holder | $9,262 | $14,945-38.0% | $11,989-22.7% | $12,624-26.6% |