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 | $11,397 | $84,402-86.5% | $61,373-81.4% | $134,475-91.5% |
| Participation rate | 18.2% | 62.2%-44.0pp | 52.6%-34.4pp | 81.2%-63.0pp |
| Annual return | -20.46% | 584.55%-605.0pp | 338.61%-359.1pp | 417.96%-438.4pp |
| Employer contribution / active EE | $285 | $1,544-81.6% | $1,159-75.5% | $4,740-94.0% |
| Participant deferral / active EE | $1,436 | $2,819-49.1% | $2,125-32.4% | $6,400-77.6% |
| Admin fee / account holder | $349 | $2,585-86.5% | $2,130-83.6% | $11,426-96.9% |