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 | $184,228 | $93,024+98.0% | $77,024+139.2% | $134,475+37.0% |
| Participation rate | 57.1% | 74.5%-17.3pp | 67.9%-10.8pp | 81.2%-24.1pp |
| Annual return | -20.61% | 62.60%-83.2pp | 42.32%-62.9pp | 417.96%-438.6pp |
| Employer contribution / active EE | $2,191 | $3,418-35.9% | $2,812-22.1% | $4,740-53.8% |
| Participant deferral / active EE | $6,941 | $5,238+32.5% | $4,426+56.8% | $6,400+8.5% |
| Admin fee / account holder | $720 | $6,944-89.6% | $5,425-86.7% | $11,426-93.7% |