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 | $221,739 | $70,606+214.1% | $53,898+311.4% | $142,382+55.7% |
| Participation rate | 40.0% | 63.7%-23.7pp | 55.0%-15.0pp | 80.1%-40.1pp |
| Annual return | 12.92% | 619.81%-606.9pp | 528.60%-515.7pp | 217.08%-204.2pp |
| Employer contribution / active EE | $831 | $1,202-30.8% | $932-10.8% | $4,299-80.7% |
| Participant deferral / active EE | $6,554 | $2,364+177.2% | $1,826+258.8% | $6,507+0.7% |
| Admin fee / account holder | $1,419 | $2,852-50.2% | $2,491-43.0% | $12,624-88.8% |