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 | $113,874 | $31,310+263.7% | $53,898+111.3% | $74,304+53.3% |
| Participation rate | 12.7% | 30.7%-18.0pp | 55.0%-42.2pp | 60.3%-47.6pp |
| Annual return | 18.47% | 23.16%-4.7pp | 528.60%-510.1pp | 29.43%-11.0pp |
| Employer contribution / active EE | $295 | $450-34.5% | $932-68.4% | $2,241-86.8% |
| Participant deferral / active EE | $977 | $934+4.5% | $1,826-46.5% | $3,767-74.1% |
| Admin fee / account holder | $1,447 | $2,175-33.5% | $2,491-41.9% | $2,969-51.3% |