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 5-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 | $88,403 | $88,710-0.3% | $81,783+8.1% | $145,959-39.4% |
| Participation rate | 33.3% | 75.0%-41.7pp | 72.4%-39.0pp | 80.3%-47.0pp |
| Annual return | 21.20% | 1027.26%-1006.1pp | 775.05%-753.9pp | 561.95%-540.8pp |
| Employer contribution / active EE | $1,767 | $3,083-42.7% | $2,913-39.3% | $4,661-62.1% |
| Participant deferral / active EE | $6,625 | $4,645+42.6% | $4,320+53.3% | $6,689-0.9% |
| Admin fee / account holder | $319 | $8,407-96.2% | $7,380-95.7% | $13,398-97.6% |