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 | $196,619 | $76,738+156.2% | $56,411+248.5% | $145,922+34.7% |
| Participation rate | 23.5% | 63.2%-39.7pp | 52.5%-28.9pp | 80.3%-56.7pp |
| Annual return | 7.80% | 2994.23%-2986.4pp | 1701.33%-1693.5pp | 561.29%-553.5pp |
| Employer contribution / active EE | $510 | $1,380-63.1% | $1,039-50.9% | $4,660-89.1% |
| Participant deferral / active EE | $3,205 | $2,623+22.2% | $1,952+64.2% | $6,688-52.1% |
| Admin fee / account holder | $1,532 | $3,334-54.0% | $2,829-45.8% | $13,397-88.6% |