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 | $129,296 | $100,852+28.2% | $90,404+43.0% | $158,922-18.6% |
| Participation rate | 53.3% | 75.0%-21.7pp | 72.7%-19.3pp | 82.0%-28.6pp |
| Annual return | 11.36% | 1724.20%-1712.8pp | 1293.02%-1281.7pp | 302.83%-291.5pp |
| Employer contribution / active EE | $1,863 | $3,689-49.5% | $3,262-42.9% | $4,761-60.9% |
| Participant deferral / active EE | $5,537 | $4,348+27.3% | $3,963+39.7% | $5,982-7.4% |
| Admin fee / account holder | $5,220 | $6,501-19.7% | $5,611-7.0% | $11,246-53.6% |