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 | $34,300 | $99,020-65.4% | $86,590-60.4% | $147,584-76.8% |
| Participation rate | 60.0% | 76.3%-16.3pp | 73.5%-13.5pp | 82.8%-22.8pp |
| Annual return | 22.63% | 1312.34%-1289.7pp | 964.84%-942.2pp | 578.55%-555.9pp |
| Employer contribution / active EE | $1,830 | $3,132-41.6% | $2,839-35.6% | $4,876-62.5% |
| Participant deferral / active EE | $5,212 | $3,972+31.2% | $3,609+44.4% | $5,439-4.2% |
| Admin fee / account holder | $5,531 | $5,710-3.1% | $4,906+12.8% | $10,885-49.2% |