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 | $94,081 | $74,888+25.6% | $71,209+32.1% | $142,382-33.9% |
| Participation rate | 50.0% | 76.2%-26.2pp | 73.8%-23.8pp | 80.1%-30.1pp |
| Annual return | 22.25% | 345.14%-322.9pp | 282.51%-260.3pp | 217.08%-194.8pp |
| Employer contribution / active EE | $2,183 | $2,854-23.5% | $2,721-19.8% | $4,299-49.2% |
| Participant deferral / active EE | $15,237 | $4,454+242.1% | $4,175+264.9% | $6,507+134.2% |
| Admin fee / account holder | $580 | $5,568-89.6% | $5,349-89.2% | $12,624-95.4% |