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 | $88,015 | $138,065-36.3% | $123,544-28.8% | $135,375-35.0% |
| Participation rate | 57.9% | 84.7%-26.8pp | 82.3%-24.4pp | 82.6%-24.7pp |
| Annual return | -5.41% | 153.68%-159.1pp | 119.20%-124.6pp | 519.73%-525.1pp |
| Employer contribution / active EE | $1,130 | $5,151-78.1% | $4,628-75.6% | $4,779-76.4% |
| Participant deferral / active EE | $3,967 | $6,799-41.7% | $6,426-38.3% | $5,609-29.3% |
| Admin fee / account holder | $1,744 | $10,916-84.0% | $9,284-81.2% | $10,827-83.9% |