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 | $172,276 | $202,318-14.8% | $172,739-0.3% | $152,861+12.7% |
| Participation rate | 60.0% | 87.1%-27.1pp | 82.6%-22.6pp | 82.4%-22.4pp |
| Annual return | 24.98% | 1029.65%-1004.7pp | 802.84%-777.9pp | 345.32%-320.3pp |
| Employer contribution / active EE | $1,249 | $5,856-78.7% | $5,143-75.7% | $4,762-73.8% |
| Participant deferral / active EE | $6,404 | $5,948+7.7% | $5,198+23.2% | $5,850+9.5% |
| Admin fee / account holder | $10,254 | $17,109-40.1% | $13,954-26.5% | $11,596-11.6% |