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 | $41,035 | $176,662-76.8% | $130,648-68.6% | $152,861-73.2% |
| Participation rate | 64.3% | 79.0%-14.7pp | 71.7%-7.5pp | 82.4%-18.2pp |
| Annual return | 18.63% | 2692.24%-2673.6pp | 1708.96%-1690.3pp | 345.32%-326.7pp |
| Employer contribution / active EE | $1,031 | $5,742-82.1% | $4,092-74.8% | $4,762-78.4% |
| Participant deferral / active EE | $836 | $4,361-80.8% | $3,603-76.8% | $5,850-85.7% |
| Admin fee / account holder | $9,355 | $7,133+31.2% | $5,464+71.2% | $11,596-19.3% |