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 | $155,423 | $185,200-16.1% | $142,863+8.8% | $167,490-7.2% |
| Participation rate | 53.3% | 78.4%-25.1pp | 71.9%-18.6pp | 82.1%-28.8pp |
| Annual return | 15.19% | 8555.70%-8540.5pp | 5637.54%-5622.4pp | 478.56%-463.4pp |
| Employer contribution / active EE | $0 | $5,604-100.0% | $4,144-100.0% | $4,837-100.0% |
| Participant deferral / active EE | $9,067 | $4,494+101.8% | $3,837+136.3% | $6,341+43.0% |
| Admin fee / account holder | $2,484 | $8,031-69.1% | $6,560-62.1% | $12,309-79.8% |