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 5-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 | $154,419 | $30,400+408.0% | $53,898+186.5% | $84,808+82.1% |
| Participation rate | 7.7% | 46.4%-38.8pp | 55.0%-47.3pp | 68.3%-60.6pp |
| Annual return | 14.49% | 500.19%-485.7pp | 528.60%-514.1pp | 40.90%-26.4pp |
| Employer contribution / active EE | $209 | $603-65.4% | $932-77.6% | $2,631-92.1% |
| Participant deferral / active EE | $1,852 | $1,199+54.5% | $1,826+1.4% | $4,212-56.0% |
| Admin fee / account holder | $1,823 | $1,993-8.5% | $2,491-26.8% | $7,344-75.2% |