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 | $151,152 | $202,318-25.3% | $172,739-12.5% | $152,861-1.1% |
| Participation rate | 66.7% | 87.1%-20.4pp | 82.6%-16.0pp | 82.4%-15.8pp |
| Annual return | 23.27% | 1029.65%-1006.4pp | 802.84%-779.6pp | 345.32%-322.1pp |
| Employer contribution / active EE | $6,559 | $5,856+12.0% | $5,143+27.5% | $4,762+37.7% |
| Participant deferral / active EE | $4,822 | $5,948-18.9% | $5,198-7.2% | $5,850-17.6% |
| Admin fee / account holder | $12,382 | $17,109-27.6% | $13,954-11.3% | $11,596+6.8% |