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 | $181,334 | $158,398+14.5% | $126,539+43.3% | $142,382+27.4% |
| Participation rate | 60.0% | 75.8%-15.8pp | 69.8%-9.8pp | 80.1%-20.1pp |
| Annual return | 22.58% | 593.76%-571.2pp | 425.95%-403.4pp | 217.08%-194.5pp |
| Employer contribution / active EE | $3,565 | $4,650-23.3% | $3,674-3.0% | $4,299-17.1% |
| Participant deferral / active EE | $12,675 | $4,767+165.9% | $4,083+210.5% | $6,507+94.8% |
| Admin fee / account holder | $1,418 | $6,918-79.5% | $6,065-76.6% | $12,624-88.8% |