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 | $180,611 | $202,318-10.7% | $172,739+4.6% | $152,861+18.2% |
| Participation rate | 26.7% | 87.1%-60.4pp | 82.6%-56.0pp | 82.4%-55.8pp |
| Annual return | 27.80% | 1029.65%-1001.8pp | 802.84%-775.0pp | 345.32%-317.5pp |
| Employer contribution / active EE | $1,558 | $5,856-73.4% | $5,143-69.7% | $4,762-67.3% |
| Participant deferral / active EE | $3,390 | $5,948-43.0% | $5,198-34.8% | $5,850-42.1% |
| Admin fee / account holder | $5,550 | $17,109-67.6% | $13,954-60.2% | $11,596-52.1% |