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 | $175,568 | $138,065+27.2% | $123,544+42.1% | $135,375+29.7% |
| Participation rate | 66.7% | 84.7%-18.1pp | 82.3%-15.6pp | 82.6%-16.0pp |
| Annual return | 0.57% | 153.68%-153.1pp | 119.20%-118.6pp | 519.73%-519.2pp |
| Employer contribution / active EE | $17,906 | $5,151+247.6% | $4,628+286.9% | $4,779+274.7% |
| Participant deferral / active EE | $14,333 | $6,799+110.8% | $6,426+123.1% | $5,609+155.6% |
| Admin fee / account holder | $950 | $10,916-91.3% | $9,284-89.8% | $10,827-91.2% |