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 | $182,210 | $100,852+80.7% | $90,404+101.6% | $158,922+14.7% |
| Participation rate | 33.3% | 75.0%-41.7pp | 72.7%-39.3pp | 82.0%-48.6pp |
| Annual return | 13.28% | 1724.20%-1710.9pp | 1293.02%-1279.7pp | 302.83%-289.5pp |
| Employer contribution / active EE | $969 | $3,689-73.7% | $3,262-70.3% | $4,761-79.7% |
| Participant deferral / active EE | $3,459 | $4,348-20.4% | $3,963-12.7% | $5,982-42.2% |
| Admin fee / account holder | $6,375 | $6,501-1.9% | $5,611+13.6% | $11,246-43.3% |