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 | $61,810 | $109,817-43.7% | $98,442-37.2% | $167,490-63.1% |
| Participation rate | 57.1% | 75.8%-18.7pp | 73.3%-16.2pp | 82.1%-25.0pp |
| Annual return | 18.16% | 1956.69%-1938.5pp | 1492.73%-1474.6pp | 478.56%-460.4pp |
| Employer contribution / active EE | $1,271 | $3,224-60.6% | $2,960-57.1% | $4,837-73.7% |
| Participant deferral / active EE | $5,755 | $4,673+23.2% | $4,276+34.6% | $6,341-9.2% |
| Admin fee / account holder | $5,030 | $6,753-25.5% | $5,949-15.5% | $12,309-59.1% |