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 | $71,906 | $209,832-65.7% | $189,513-62.1% | $167,490-57.1% |
| Participation rate | 58.8% | 88.7%-29.8pp | 87.8%-29.0pp | 82.1%-23.3pp |
| Annual return | 10.51% | 748.27%-737.8pp | 555.15%-544.6pp | 478.56%-468.0pp |
| Employer contribution / active EE | $2,290 | $6,914-66.9% | $6,162-62.8% | $4,837-52.7% |
| Participant deferral / active EE | $4,233 | $8,935-52.6% | $8,221-48.5% | $6,341-33.2% |
| Admin fee / account holder | $8,027 | $14,293-43.8% | $12,045-33.4% | $12,309-34.8% |