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 | $125,238 | $57,354+118.4% | $83,848+49.4% | $64,186+95.1% |
| Participation rate | 32.1% | 68.6%-36.5pp | 76.1%-44.0pp | 69.6%-37.4pp |
| Annual return | -3.10% | 11.38%-14.5pp | 850.88%-854.0pp | 7.63%-10.7pp |
| Employer contribution / active EE | $5,838 | $2,545+129.4% | $3,631+60.8% | $2,381+145.2% |
| Participant deferral / active EE | $2,498 | $2,993-16.6% | $4,082-38.8% | $3,470-28.0% |
| Admin fee / account holder | $5,614 | $4,046+38.8% | $5,478+2.5% | $4,888+14.8% |