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 | $119,524 | $56,199+112.7% | $67,652+76.7% | $59,632+100.4% |
| Participation rate | 58.4% | 71.5%-13.0pp | 75.7%-17.2pp | 68.7%-10.2pp |
| Annual return | 144.54% | 18505.31%-18360.8pp | 6625.04%-6480.5pp | 2041.28%-1896.7pp |
| Employer contribution / active EE | $2,317 | $1,614+43.5% | $2,266+2.3% | $2,203+5.2% |
| Participant deferral / active EE | $4,763 | $2,844+67.5% | $3,560+33.8% | $3,192+49.2% |
| Admin fee / account holder | $9,137 | $3,958+130.8% | $4,821+89.5% | $4,297+112.6% |