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 6-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 | $88,850 | $180,749-50.8% | $160,784-44.7% | $137,256-35.3% |
| Participation rate | 50.0% | 80.0%-30.0pp | 77.0%-27.0pp | 80.0%-30.0pp |
| Annual return | 12.67% | 2234.46%-2221.8pp | 1803.92%-1791.2pp | 220.34%-207.7pp |
| Employer contribution / active EE | $1,524 | $4,155-63.3% | $3,733-59.2% | $4,156-63.3% |
| Participant deferral / active EE | $3,456 | $6,844-49.5% | $6,293-45.1% | $6,407-46.1% |
| Admin fee / account holder | $833 | $10,397-92.0% | $9,717-91.4% | $12,270-93.2% |