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 | $171,898 | $49,173+249.6% | $121,098+41.9% | $75,163+128.7% |
| Participation rate | 17.3% | 55.4%-38.0pp | 69.5%-52.1pp | 67.2%-49.8pp |
| Annual return | 18.12% | 55.99%-37.9pp | 985.75%-967.6pp | 160.62%-142.5pp |
| Employer contribution / active EE | $0 | $1,546-100.0% | $4,164-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $1,477 | $2,628-43.8% | $4,080-63.8% | $4,125-64.2% |
| Admin fee / account holder | $19,187 | $3,942+386.8% | $5,644+239.9% | $5,651+239.5% |