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 | $89,263 | $57,281+55.8% | $86,612+3.1% | $75,163+18.8% |
| Participation rate | 12.7% | 63.2%-50.5pp | 71.7%-59.0pp | 67.2%-54.5pp |
| Annual return | 29.19% | 2670.75%-2641.6pp | 591.07%-561.9pp | 160.62%-131.4pp |
| Employer contribution / active EE | $387 | $2,314-83.3% | $3,022-87.2% | $2,670-85.5% |
| Participant deferral / active EE | $975 | $3,318-70.6% | $4,438-78.0% | $4,125-76.4% |
| Admin fee / account holder | $465 | $4,112-88.7% | $5,614-91.7% | $5,651-91.8% |