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 | $120,772 | $197,825-39.0% | $155,790-22.5% | $125,391-3.7% |
| Participation rate | 40.0% | 82.1%-42.1pp | 76.1%-36.1pp | 83.2%-43.2pp |
| Annual return | -2.68% | 86.74%-89.4pp | 71.54%-74.2pp | 282.22%-284.9pp |
| Employer contribution / active EE | $0 | $4,847-100.0% | $3,836-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $3,548 | $5,630-37.0% | $4,797-26.0% | $5,352-33.7% |
| Admin fee / account holder | $3,322 | $9,545-65.2% | $7,478-55.6% | $9,540-65.2% |