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 | $97,181 | $160,055-39.3% | $140,016-30.6% | $135,375-28.2% |
| Participation rate | 64.7% | 88.5%-23.8pp | 87.5%-22.8pp | 82.6%-17.9pp |
| Annual return | -8.49% | 911.38%-919.9pp | 651.12%-659.6pp | 519.73%-528.2pp |
| Employer contribution / active EE | $2,974 | $6,420-53.7% | $5,606-46.9% | $4,779-37.8% |
| Participant deferral / active EE | $8,327 | $7,642+9.0% | $6,927+20.2% | $5,609+48.5% |
| Admin fee / account holder | $345 | $13,328-97.4% | $10,705-96.8% | $10,827-96.8% |