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 | $212,327 | $109,817+93.3% | $98,442+115.7% | $167,490+26.8% |
| Participation rate | 57.1% | 75.8%-18.7pp | 73.3%-16.2pp | 82.1%-25.0pp |
| Annual return | 10.37% | 1956.69%-1946.3pp | 1492.73%-1482.4pp | 478.56%-468.2pp |
| Employer contribution / active EE | $2,873 | $3,224-10.9% | $2,960-2.9% | $4,837-40.6% |
| Participant deferral / active EE | $7,601 | $4,673+62.6% | $4,276+77.7% | $6,341+19.9% |
| Admin fee / account holder | $10,523 | $6,753+55.8% | $5,949+76.9% | $12,309-14.5% |