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 7-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 | $195,982 | $83,902+133.6% | $167,512+17.0% | $84,808+131.1% |
| Participation rate | 56.6% | 66.5%-9.9pp | 77.1%-20.5pp | 68.3%-11.7pp |
| Annual return | 17.03% | 91.55%-74.5pp | 1615.79%-1598.8pp | 40.90%-23.9pp |
| Employer contribution / active EE | $2,215 | $2,264-2.1% | $3,882-42.9% | $2,631-15.8% |
| Participant deferral / active EE | $5,567 | $4,442+25.3% | $6,405-13.1% | $4,212+32.2% |
| Admin fee / account holder | $2,243 | $7,915-71.7% | $9,769-77.0% | $7,344-69.5% |