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 | $85,308 | $150,440-43.3% | $136,294-37.4% | $147,584-42.2% |
| Participation rate | 55.0% | 84.4%-29.4pp | 81.9%-26.9pp | 82.8%-27.8pp |
| Annual return | 233.46% | 1049.08%-815.6pp | 5155.94%-4922.5pp | 578.55%-345.1pp |
| Employer contribution / active EE | $1,603 | $5,256-69.5% | $4,695-65.9% | $4,876-67.1% |
| Participant deferral / active EE | $3,660 | $6,630-44.8% | $6,247-41.4% | $5,439-32.7% |
| Admin fee / account holder | $13,056 | $10,905+19.7% | $9,243+41.2% | $10,885+19.9% |