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 6-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 | $46,067 | $88,751-48.1% | $81,812-43.7% | $145,922-68.4% |
| Participation rate | 36.4% | 75.0%-38.7pp | 72.3%-36.0pp | 80.3%-43.9pp |
| Annual return | 11.81% | 1025.40%-1013.6pp | 773.79%-762.0pp | 561.29%-549.5pp |
| Employer contribution / active EE | $1,637 | $3,083-46.9% | $2,912-43.8% | $4,660-64.9% |
| Participant deferral / active EE | $6,705 | $4,643+44.4% | $4,319+55.3% | $6,688+0.3% |
| Admin fee / account holder | $2,784 | $8,415-66.9% | $7,386-62.3% | $13,397-79.2% |