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 | $204,280 | $70,606+189.3% | $53,898+279.0% | $142,382+43.5% |
| Participation rate | 30.8% | 63.7%-32.9pp | 55.0%-24.2pp | 80.1%-49.4pp |
| Annual return | 10.63% | 619.81%-609.2pp | 528.60%-518.0pp | 217.08%-206.4pp |
| Employer contribution / active EE | $334 | $1,202-72.2% | $932-64.2% | $4,299-92.2% |
| Participant deferral / active EE | $884 | $2,364-62.6% | $1,826-51.6% | $6,507-86.4% |
| Admin fee / account holder | $1,007 | $2,852-64.7% | $2,491-59.6% | $12,624-92.0% |