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 4-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 | $239,599 | $159,901+49.8% | $146,958+63.0% | $145,922+64.2% |
| Participation rate | 50.0% | 84.0%-34.0pp | 82.2%-32.2pp | 80.3%-30.3pp |
| Annual return | 14.39% | 98.13%-83.7pp | 418.34%-404.0pp | 561.29%-546.9pp |
| Employer contribution / active EE | $4,849 | $5,286-8.3% | $4,933-1.7% | $4,660+4.1% |
| Participant deferral / active EE | $14,013 | $8,428+66.3% | $8,070+73.6% | $6,688+109.5% |
| Admin fee / account holder | $39,907 | $15,044+165.3% | $12,998+207.0% | $13,397+197.9% |