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 8-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 | $52,941 | $202,318-73.8% | $172,739-69.4% | $152,861-65.4% |
| Participation rate | 66.7% | 87.1%-20.4pp | 82.6%-16.0pp | 82.4%-15.8pp |
| Annual return | 31.62% | 1029.65%-998.0pp | 802.84%-771.2pp | 345.32%-313.7pp |
| Employer contribution / active EE | $9,155 | $5,856+56.3% | $5,143+78.0% | $4,762+92.2% |
| Participant deferral / active EE | $6,737 | $5,948+13.3% | $5,198+29.6% | $5,850+15.2% |
| Admin fee / account holder | $838 | $17,109-95.1% | $13,954-94.0% | $11,596-92.8% |