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 | $30,778 | $88,751-65.3% | $81,812-62.4% | $145,922-78.9% |
| Participation rate | 42.9% | 75.0%-32.2pp | 72.3%-29.5pp | 80.3%-37.4pp |
| Annual return | 13.84% | 1025.40%-1011.6pp | 773.79%-760.0pp | 561.29%-547.4pp |
| Employer contribution / active EE | $8,154 | $3,083+164.5% | $2,912+180.0% | $4,660+75.0% |
| Participant deferral / active EE | $21,274 | $4,643+358.2% | $4,319+392.6% | $6,688+218.1% |
| Admin fee / account holder | $9,230 | $8,415+9.7% | $7,386+25.0% | $13,397-31.1% |