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 | $83,572 | $29,660+181.8% | $56,411+48.1% | $80,856+3.4% |
| Participation rate | 33.3% | 41.6%-8.3pp | 52.5%-19.1pp | 67.6%-34.3pp |
| Annual return | 10.70% | 35.23%-24.5pp | 1701.33%-1690.6pp | 35.59%-24.9pp |
| Employer contribution / active EE | $336 | $669-49.8% | $1,039-67.6% | $2,755-87.8% |
| Participant deferral / active EE | $469 | $1,226-61.8% | $1,952-76.0% | $4,296-89.1% |
| Admin fee / account holder | $3,922 | $2,428+61.6% | $2,829+38.6% | $6,918-43.3% |