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 4-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 | $178,775 | $183,592-2.6% | $155,567+14.9% | $145,959+22.5% |
| Participation rate | 0.0% | 82.7%-82.7pp | 78.2%-78.2pp | 80.3%-80.3pp |
| Annual return | 40.41% | 61.24%-20.8pp | 64.74%-24.3pp | 561.95%-521.5pp |
| Employer contribution / active EE | $30,603 | $5,315+475.8% | $4,674+554.7% | $4,661+556.6% |
| Participant deferral / active EE | $23,780 | $6,464+267.9% | $5,628+322.5% | $6,689+255.5% |
| Admin fee / account holder | $2,081 | $19,318-89.2% | $15,916-86.9% | $13,398-84.5% |