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 | $127,808 | $57,281+123.1% | $86,612+47.6% | $75,163+70.0% |
| Participation rate | 50.0% | 63.2%-13.2pp | 71.7%-21.7pp | 67.2%-17.2pp |
| Annual return | 25.09% | 2670.75%-2645.7pp | 591.07%-566.0pp | 160.62%-135.5pp |
| Employer contribution / active EE | $2,563 | $2,314+10.7% | $3,022-15.2% | $2,670-4.0% |
| Participant deferral / active EE | $7,311 | $3,318+120.4% | $4,438+64.7% | $4,125+77.2% |
| Admin fee / account holder | $12,616 | $4,112+206.8% | $5,614+124.7% | $5,651+123.3% |