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 | $219,616 | $101,069+117.3% | $81,478+169.5% | $147,584+48.8% |
| Participation rate | 66.7% | 74.5%-7.8pp | 68.0%-1.3pp | 82.8%-16.2pp |
| Annual return | 14.83% | 32.40%-17.6pp | 38.78%-24.0pp | 578.55%-563.7pp |
| Employer contribution / active EE | $10,559 | $3,205+229.4% | $2,568+311.2% | $4,876+116.5% |
| Participant deferral / active EE | $2,693 | $4,242-36.5% | $3,537-23.8% | $5,439-50.5% |
| Admin fee / account holder | $2,191 | $5,812-62.3% | $4,561-52.0% | $10,885-79.9% |