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 3-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 | $85,623 | $48,230+77.5% | $67,502+26.8% | $80,856+5.9% |
| Participation rate | 20.0% | 66.4%-46.4pp | 72.9%-52.9pp | 67.6%-47.6pp |
| Annual return | 12.84% | 18.28%-5.4pp | 3512.12%-3499.3pp | 35.59%-22.7pp |
| Employer contribution / active EE | $487 | $2,020-75.9% | $2,731-82.2% | $2,755-82.3% |
| Participant deferral / active EE | $1,851 | $2,924-36.7% | $4,000-53.7% | $4,296-56.9% |
| Admin fee / account holder | $533 | $3,681-85.5% | $3,998-86.7% | $6,918-92.3% |