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 8-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 | $37,906 | $135,635-72.1% | $110,238-65.6% | $135,375-72.0% |
| Participation rate | 43.8% | 83.5%-39.7pp | 79.8%-36.1pp | 82.6%-38.9pp |
| Annual return | -8.61% | 513.19%-521.8pp | 314.74%-323.3pp | 519.73%-528.3pp |
| Employer contribution / active EE | $1,862 | $4,906-62.0% | $3,826-51.3% | $4,779-61.0% |
| Participant deferral / active EE | $2,749 | $5,506-50.1% | $4,672-41.2% | $5,609-51.0% |
| Admin fee / account holder | $774 | $11,457-93.2% | $8,547-90.9% | $10,827-92.9% |