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 | $175,796 | $58,927+198.3% | $76,817+128.9% | $72,985+140.9% |
| Participation rate | 67.6% | 67.3%+0.2pp | 72.1%-4.5pp | 69.5%-1.9pp |
| Annual return | 20.59% | 2305.64%-2285.1pp | 1166.11%-1145.5pp | 81.00%-60.4pp |
| Employer contribution / active EE | $1,215 | $1,787-32.0% | $2,302-47.2% | $2,440-50.2% |
| Participant deferral / active EE | $2,723 | $2,690+1.2% | $3,336-18.4% | $3,607-24.5% |
| Admin fee / account holder | $4,002 | $4,013-0.3% | $6,420-37.7% | $5,124-21.9% |