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 | $171,578 | $30,400+464.4% | $53,898+218.3% | $84,808+102.3% |
| Participation rate | 21.2% | 46.4%-25.2pp | 55.0%-33.7pp | 68.3%-47.1pp |
| Annual return | 22.20% | 500.19%-478.0pp | 528.60%-506.4pp | 40.90%-18.7pp |
| Employer contribution / active EE | $267 | $603-55.7% | $932-71.4% | $2,631-89.9% |
| Participant deferral / active EE | $2,659 | $1,199+121.8% | $1,826+45.6% | $4,212-36.9% |
| Admin fee / account holder | $3,656 | $1,993+83.4% | $2,491+46.8% | $7,344-50.2% |