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 | $202,973 | $104,907+93.5% | $84,611+139.9% | $152,861+32.8% |
| Participation rate | 50.0% | 74.8%-24.8pp | 68.2%-18.2pp | 82.4%-32.4pp |
| Annual return | 24.66% | 373.79%-349.1pp | 258.74%-234.1pp | 345.32%-320.7pp |
| Employer contribution / active EE | $475 | $3,302-85.6% | $2,652-82.1% | $4,762-90.0% |
| Participant deferral / active EE | $5,018 | $4,688+7.0% | $3,899+28.7% | $5,850-14.2% |
| Admin fee / account holder | $453 | $6,241-92.7% | $4,912-90.8% | $11,596-96.1% |