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 | $157,780 | $150,440+4.9% | $136,294+15.8% | $147,584+6.9% |
| Participation rate | 0.0% | 84.4%-84.4pp | 81.9%-81.9pp | 82.8%-82.8pp |
| Annual return | 19.84% | 1049.08%-1029.2pp | 5155.94%-5136.1pp | 578.55%-558.7pp |
| Employer contribution / active EE | $5,083 | $5,256-3.3% | $4,695+8.3% | $4,876+4.2% |
| Participant deferral / active EE | $0 | $6,630-100.0% | $6,247-100.0% | $5,439-100.0% |
| Admin fee / account holder | $989 | $10,905-90.9% | $9,243-89.3% | $10,885-90.9% |