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 | $68,929 | $70,587-2.3% | $124,672-44.7% | $85,850-19.7% |
| Participation rate | 58.7% | 64.4%-5.7pp | 74.6%-15.9pp | 69.3%-10.6pp |
| Annual return | 18.74% | 20688.83%-20670.1pp | 5142.93%-5124.2pp | 318.53%-299.8pp |
| Employer contribution / active EE | $848 | $1,913-55.7% | $3,324-74.5% | $2,565-66.9% |
| Participant deferral / active EE | $2,210 | $2,969-25.6% | $4,614-52.1% | $3,952-44.1% |
| Admin fee / account holder | $778 | $5,282-85.3% | $7,493-89.6% | $6,260-87.6% |