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 | $196,111 | $109,817+78.6% | $98,442+99.2% | $167,490+17.1% |
| Participation rate | 66.7% | 75.8%-9.2pp | 73.3%-6.7pp | 82.1%-15.4pp |
| Annual return | 9.56% | 1956.69%-1947.1pp | 1492.73%-1483.2pp | 478.56%-469.0pp |
| Employer contribution / active EE | $1,699 | $3,224-47.3% | $2,960-42.6% | $4,837-64.9% |
| Participant deferral / active EE | $4,965 | $4,673+6.2% | $4,276+16.1% | $6,341-21.7% |
| Admin fee / account holder | $663 | $6,753-90.2% | $5,949-88.9% | $12,309-94.6% |