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 | $59,658 | $84,695-29.6% | $73,843-19.2% | $125,391-52.4% |
| Participation rate | 44.4% | 76.8%-32.3pp | 73.4%-29.0pp | 83.2%-38.7pp |
| Annual return | -2.42% | 3123.53%-3125.9pp | 2267.84%-2270.3pp | 282.22%-284.6pp |
| Employer contribution / active EE | $777 | $3,123-75.1% | $2,787-72.1% | $4,866-84.0% |
| Participant deferral / active EE | $4,128 | $3,992+3.4% | $3,583+15.2% | $5,352-22.9% |
| Admin fee / account holder | $1,814 | $5,691-68.1% | $4,880-62.8% | $9,540-81.0% |