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 | $216,220 | $91,538+136.2% | $129,995+66.3% | $75,163+187.7% |
| Participation rate | 44.2% | 71.4%-27.3pp | 78.5%-34.3pp | 67.2%-23.0pp |
| Annual return | 14.61% | -631.11%+645.7pp | -137.18%+151.8pp | 160.62%-146.0pp |
| Employer contribution / active EE | $1,785 | $2,845-37.3% | $4,320-58.7% | $2,670-33.1% |
| Participant deferral / active EE | $2,997 | $4,341-31.0% | $5,820-48.5% | $4,125-27.3% |
| Admin fee / account holder | $17,317 | $6,790+155.0% | $10,614+63.1% | $5,651+206.4% |