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 | $243,877 | $109,817+122.1% | $98,442+147.7% | $167,490+45.6% |
| Participation rate | 0.0% | 75.8%-75.8pp | 73.3%-73.3pp | 82.1%-82.1pp |
| Annual return | 13.16% | 1956.69%-1943.5pp | 1492.73%-1479.6pp | 478.56%-465.4pp |
| Employer contribution / active EE | $5,374 | $3,224+66.7% | $2,960+81.6% | $4,837+11.1% |
| Participant deferral / active EE | $5,785 | $4,673+23.8% | $4,276+35.3% | $6,341-8.8% |
| Admin fee / account holder | $2,684 | $6,753-60.2% | $5,949-54.9% | $12,309-78.2% |