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 | $106,407 | $150,440-29.3% | $136,294-21.9% | $147,584-27.9% |
| Participation rate | 35.7% | 84.4%-48.7pp | 81.9%-46.2pp | 82.8%-47.1pp |
| Annual return | 16.49% | 1049.08%-1032.6pp | 5155.94%-5139.5pp | 578.55%-562.1pp |
| Employer contribution / active EE | $1,713 | $5,256-67.4% | $4,695-63.5% | $4,876-64.9% |
| Participant deferral / active EE | $4,604 | $6,630-30.6% | $6,247-26.3% | $5,439-15.3% |
| Admin fee / account holder | $9,054 | $10,905-17.0% | $9,243-2.0% | $10,885-16.8% |