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 | $60,190 | $88,751-32.2% | $81,812-26.4% | $145,922-58.8% |
| Participation rate | 0.0% | 75.0%-75.0pp | 72.3%-72.3pp | 80.3%-80.3pp |
| Annual return | 11.27% | 1025.40%-1014.1pp | 773.79%-762.5pp | 561.29%-550.0pp |
| Employer contribution / active EE | $3,255 | $3,083+5.6% | $2,912+11.8% | $4,660-30.1% |
| Participant deferral / active EE | $8,767 | $4,643+88.8% | $4,319+103.0% | $6,688+31.1% |
| Admin fee / account holder | $1,394 | $8,415-83.4% | $7,386-81.1% | $13,397-89.6% |