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 | $98,141 | $99,020-0.9% | $86,590+13.3% | $147,584-33.5% |
| Participation rate | 38.5% | 76.3%-37.9pp | 73.5%-35.1pp | 82.8%-44.4pp |
| Annual return | 15.36% | 1312.34%-1297.0pp | 964.84%-949.5pp | 578.55%-563.2pp |
| Employer contribution / active EE | $406 | $3,132-87.1% | $2,839-85.7% | $4,876-91.7% |
| Participant deferral / active EE | $2,158 | $3,972-45.7% | $3,609-40.2% | $5,439-60.3% |
| Admin fee / account holder | $1,971 | $5,710-65.5% | $4,906-59.8% | $10,885-81.9% |