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 | $229,591 | $126,574+81.4% | $106,213+116.2% | $145,922+57.3% |
| Participation rate | 38.9% | 77.6%-38.7pp | 75.3%-36.4pp | 80.3%-41.4pp |
| Annual return | 26.97% | 224.79%-197.8pp | 116.14%-89.2pp | 561.29%-534.3pp |
| Employer contribution / active EE | $834 | $3,730-77.6% | $3,171-73.7% | $4,660-82.1% |
| Participant deferral / active EE | $2,673 | $5,724-53.3% | $5,016-46.7% | $6,688-60.0% |
| Admin fee / account holder | $1,086 | $17,304-93.7% | $11,033-90.2% | $13,397-91.9% |