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 | $209,708 | $58,694+257.3% | $142,863+46.8% | $85,850+144.3% |
| Participation rate | 42.3% | 58.5%-16.2pp | 71.9%-29.6pp | 69.3%-27.0pp |
| Annual return | 17.04% | 27.72%-10.7pp | 5637.54%-5620.5pp | 318.53%-301.5pp |
| Employer contribution / active EE | $0 | $1,423-100.0% | $4,144-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $4,322 | $2,607+65.8% | $3,837+12.6% | $3,952+9.4% |
| Admin fee / account holder | $24,691 | $4,239+482.5% | $6,560+276.4% | $6,260+294.4% |