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 | $65,551 | $150,440-56.4% | $136,294-51.9% | $147,584-55.6% |
| Participation rate | 66.7% | 84.4%-17.8pp | 81.9%-15.3pp | 82.8%-16.2pp |
| Annual return | 16.23% | 1049.08%-1032.9pp | 5155.94%-5139.7pp | 578.55%-562.3pp |
| Employer contribution / active EE | $2,398 | $5,256-54.4% | $4,695-48.9% | $4,876-50.8% |
| Participant deferral / active EE | $8,120 | $6,630+22.5% | $6,247+30.0% | $5,439+49.3% |
| Admin fee / account holder | $12,573 | $10,905+15.3% | $9,243+36.0% | $10,885+15.5% |