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 | $142,458 | $60,124+136.9% | $90,404+57.6% | $79,858+78.4% |
| Participation rate | 38.3% | 65.0%-26.7pp | 72.7%-34.4pp | 69.6%-31.3pp |
| Annual return | 19.96% | 71.94%-52.0pp | 1293.02%-1273.1pp | 31.71%-11.8pp |
| Employer contribution / active EE | $1,028 | $2,068-50.3% | $3,262-68.5% | $2,471-58.4% |
| Participant deferral / active EE | $1,834 | $2,938-37.6% | $3,963-53.7% | $3,740-51.0% |
| Admin fee / account holder | $5,965 | $3,976+50.0% | $5,611+6.3% | $5,306+12.4% |