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 | $239,781 | $111,814+114.4% | $93,654+156.0% | $145,959+64.3% |
| Participation rate | 44.4% | 74.2%-29.8pp | 68.7%-24.3pp | 80.3%-35.8pp |
| Annual return | 9.12% | 203.30%-194.2pp | 133.34%-124.2pp | 561.95%-552.8pp |
| Employer contribution / active EE | $703 | $3,092-77.3% | $2,421-71.0% | $4,661-84.9% |
| Participant deferral / active EE | $2,298 | $4,914-53.2% | $4,413-47.9% | $6,689-65.6% |
| Admin fee / account holder | $2,931 | $10,246-71.4% | $8,282-64.6% | $13,398-78.1% |