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 | $123,846 | $81,625+51.7% | $58,482+111.8% | $139,434-11.2% |
| Participation rate | 69.6% | 61.3%+8.2pp | 50.9%+18.7pp | 80.3%-10.8pp |
| Annual return | 18.99% | 7404.20%-7385.2pp | 4239.32%-4220.3pp | 372.94%-354.0pp |
| Employer contribution / active EE | $876 | $1,398-37.3% | $1,053-16.8% | $4,751-81.6% |
| Participant deferral / active EE | $5,789 | $2,557+126.4% | $1,924+200.9% | $6,710-13.7% |
| Admin fee / account holder | $15,727 | $3,265+381.7% | $2,516+525.1% | $11,403+37.9% |