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 8-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 | $197,752 | $111,535+77.3% | $105,223+87.9% | $137,256+44.1% |
| Participation rate | 68.8% | 78.1%-9.3pp | 75.0%-6.3pp | 80.0%-11.2pp |
| Annual return | 14.82% | 237.85%-223.0pp | 180.65%-165.8pp | 220.34%-205.5pp |
| Employer contribution / active EE | $2,325 | $3,939-41.0% | $3,689-37.0% | $4,156-44.1% |
| Participant deferral / active EE | $7,555 | $5,500+37.4% | $5,072+49.0% | $6,407+17.9% |
| Admin fee / account holder | $5,042 | $9,721-48.1% | $8,859-43.1% | $12,270-58.9% |