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 | $239,950 | $65,561+266.0% | $86,188+178.4% | $75,163+219.2% |
| Participation rate | 65.4% | 60.5%+4.9pp | 69.0%-3.6pp | 67.2%-1.8pp |
| Annual return | 22.82% | 46.05%-23.2pp | 1168.45%-1145.6pp | 160.62%-137.8pp |
| Employer contribution / active EE | $2,298 | $1,553+48.0% | $2,380-3.4% | $2,670-13.9% |
| Participant deferral / active EE | $3,351 | $3,024+10.8% | $3,985-15.9% | $4,125-18.8% |
| Admin fee / account holder | $7,738 | $5,474+41.4% | $6,852+12.9% | $5,651+36.9% |