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 | $67,444 | $135,635-50.3% | $110,238-38.8% | $135,375-50.2% |
| Participation rate | 65.0% | 83.5%-18.5pp | 79.8%-14.8pp | 82.6%-17.6pp |
| Annual return | -3.63% | 513.19%-516.8pp | 314.74%-318.4pp | 519.73%-523.4pp |
| Employer contribution / active EE | $1,602 | $4,906-67.3% | $3,826-58.1% | $4,779-66.5% |
| Participant deferral / active EE | $2,291 | $5,506-58.4% | $4,672-51.0% | $5,609-59.2% |
| Admin fee / account holder | $8,419 | $11,457-26.5% | $8,547-1.5% | $10,827-22.2% |