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 7-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 | $63,816 | $76,738-16.8% | $56,411+13.1% | $145,922-56.3% |
| Participation rate | 66.7% | 63.2%+3.5pp | 52.5%+14.2pp | 80.3%-13.6pp |
| Annual return | 5.60% | 2994.23%-2988.6pp | 1701.33%-1695.7pp | 561.29%-555.7pp |
| Employer contribution / active EE | $1,617 | $1,380+17.2% | $1,039+55.7% | $4,660-65.3% |
| Participant deferral / active EE | $8,892 | $2,623+239.1% | $1,952+355.6% | $6,688+33.0% |
| Admin fee / account holder | $429 | $3,334-87.1% | $2,829-84.8% | $13,397-96.8% |