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 6-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 | $109,591 | $124,281-11.8% | $109,143+0.4% | $167,490-34.6% |
| Participation rate | 66.7% | 79.4%-12.8pp | 75.9%-9.2pp | 82.1%-15.4pp |
| Annual return | 175.39% | 26.04%+149.4pp | 25.75%+149.6pp | 478.56%-303.2pp |
| Employer contribution / active EE | $5,566 | $4,207+32.3% | $3,722+49.6% | $4,837+15.1% |
| Participant deferral / active EE | $6,240 | $5,255+18.7% | $4,653+34.1% | $6,341-1.6% |
| Admin fee / account holder | $431 | $7,970-94.6% | $6,752-93.6% | $12,309-96.5% |