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 8-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 | $112,096 | $209,832-46.6% | $189,513-40.9% | $167,490-33.1% |
| Participation rate | 65.2% | 88.7%-23.4pp | 87.8%-22.6pp | 82.1%-16.9pp |
| Annual return | 18.07% | 748.27%-730.2pp | 555.15%-537.1pp | 478.56%-460.5pp |
| Employer contribution / active EE | $1,961 | $6,914-71.6% | $6,162-68.2% | $4,837-59.5% |
| Participant deferral / active EE | $6,586 | $8,935-26.3% | $8,221-19.9% | $6,341+3.9% |
| Admin fee / account holder | $1,249 | $14,293-91.3% | $12,045-89.6% | $12,309-89.9% |