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 | $93,628 | $150,440-37.8% | $136,294-31.3% | $147,584-36.6% |
| Participation rate | 55.0% | 84.4%-29.4pp | 81.9%-26.9pp | 82.8%-27.8pp |
| Annual return | 19.20% | 1049.08%-1029.9pp | 5155.94%-5136.7pp | 578.55%-559.3pp |
| Employer contribution / active EE | $2,968 | $5,256-43.5% | $4,695-36.8% | $4,876-39.1% |
| Participant deferral / active EE | $7,717 | $6,630+16.4% | $6,247+23.5% | $5,439+41.9% |
| Admin fee / account holder | $3,545 | $10,905-67.5% | $9,243-61.6% | $10,885-67.4% |