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 | $168,132 | $81,208+107.0% | $98,907+70.0% | $79,858+110.5% |
| Participation rate | 61.5% | 72.5%-11.0pp | 76.0%-14.5pp | 69.6%-8.1pp |
| Annual return | 11.93% | 60.99%-49.1pp | 196.43%-184.5pp | 31.71%-19.8pp |
| Employer contribution / active EE | $5,104 | $1,960+160.4% | $2,689+89.8% | $2,471+106.6% |
| Participant deferral / active EE | $5,517 | $3,265+69.0% | $4,244+30.0% | $3,740+47.5% |
| Admin fee / account holder | $10,099 | $6,013+68.0% | $6,642+52.1% | $5,306+90.3% |