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 | $84,268 | $88,751-5.1% | $81,812+3.0% | $145,922-42.3% |
| Participation rate | 62.5% | 75.0%-12.5pp | 72.3%-9.8pp | 80.3%-17.8pp |
| Annual return | 24.46% | 1025.40%-1000.9pp | 773.79%-749.3pp | 561.29%-536.8pp |
| Employer contribution / active EE | $1,681 | $3,083-45.5% | $2,912-42.3% | $4,660-63.9% |
| Participant deferral / active EE | $5,215 | $4,643+12.3% | $4,319+20.8% | $6,688-22.0% |
| Admin fee / account holder | $464 | $8,415-94.5% | $7,386-93.7% | $13,397-96.5% |