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 | $232,538 | $93,024+150.0% | $77,024+201.9% | $134,475+72.9% |
| Participation rate | 47.1% | 74.5%-27.4pp | 67.9%-20.8pp | 81.2%-34.2pp |
| Annual return | -15.97% | 62.60%-78.6pp | 42.32%-58.3pp | 417.96%-433.9pp |
| Employer contribution / active EE | $1,608 | $3,418-52.9% | $2,812-42.8% | $4,740-66.1% |
| Participant deferral / active EE | $4,625 | $5,238-11.7% | $4,426+4.5% | $6,400-27.7% |
| Admin fee / account holder | $1,472 | $6,944-78.8% | $5,425-72.9% | $11,426-87.1% |