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 | $187,964 | $111,724+68.2% | $93,606+100.8% | $145,922+28.8% |
| Participation rate | 37.5% | 74.2%-36.7pp | 68.7%-31.2pp | 80.3%-42.8pp |
| Annual return | 11.88% | 202.98%-191.1pp | 133.20%-121.3pp | 561.29%-549.4pp |
| Employer contribution / active EE | $1,486 | $3,090-51.9% | $2,420-38.6% | $4,660-68.1% |
| Participant deferral / active EE | $4,249 | $4,912-13.5% | $4,411-3.7% | $6,688-36.5% |
| Admin fee / account holder | $5,796 | $10,250-43.5% | $8,285-30.0% | $13,397-56.7% |