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 3-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 | $147,090 | $102,317+43.8% | $146,958+0.1% | $80,856+81.9% |
| Participation rate | 32.0% | 75.8%-43.8pp | 82.2%-50.2pp | 67.6%-35.6pp |
| Annual return | 15.72% | 134.76%-119.0pp | 418.34%-402.6pp | 35.59%-19.9pp |
| Employer contribution / active EE | $1,459 | $3,713-60.7% | $4,933-70.4% | $2,755-47.0% |
| Participant deferral / active EE | $6,150 | $6,644-7.4% | $8,070-23.8% | $4,296+43.2% |
| Admin fee / account holder | $523 | $7,941-93.4% | $12,998-96.0% | $6,918-92.4% |