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 | $238,842 | $111,535+114.1% | $105,223+127.0% | $137,256+74.0% |
| Participation rate | 66.7% | 78.1%-11.4pp | 75.0%-8.4pp | 80.0%-13.3pp |
| Annual return | 11.84% | 237.85%-226.0pp | 180.65%-168.8pp | 220.34%-208.5pp |
| Employer contribution / active EE | $1,181 | $3,939-70.0% | $3,689-68.0% | $4,156-71.6% |
| Participant deferral / active EE | $5,274 | $5,500-4.1% | $5,072+4.0% | $6,407-17.7% |
| Admin fee / account holder | $2,581 | $9,721-73.4% | $8,859-70.9% | $12,270-79.0% |