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 | $145,835 | $150,187-2.9% | $120,354+21.2% | $145,922-0.1% |
| Participation rate | 62.5% | 78.8%-16.3pp | 71.9%-9.4pp | 80.3%-17.8pp |
| Annual return | 8.77% | 154.07%-145.3pp | 107.15%-98.4pp | 561.29%-552.5pp |
| Employer contribution / active EE | $5,135 | $4,348+18.1% | $3,463+48.3% | $4,660+10.2% |
| Participant deferral / active EE | $10,290 | $6,173+66.7% | $4,991+106.2% | $6,688+53.9% |
| Admin fee / account holder | $9,825 | $12,207-19.5% | $9,423+4.3% | $13,397-26.7% |