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 7-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 | $105,728 | $30,400+247.8% | $53,898+96.2% | $84,808+24.7% |
| Participation rate | 12.5% | 46.4%-33.9pp | 55.0%-42.5pp | 68.3%-55.8pp |
| Annual return | 20.35% | 500.19%-479.8pp | 528.60%-508.3pp | 40.90%-20.5pp |
| Employer contribution / active EE | $193 | $603-68.0% | $932-79.3% | $2,631-92.7% |
| Participant deferral / active EE | $1,182 | $1,199-1.4% | $1,826-35.3% | $4,212-71.9% |
| Admin fee / account holder | $702 | $1,993-64.8% | $2,491-71.8% | $7,344-90.4% |