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 | $55,376 | $197,825-72.0% | $155,790-64.5% | $125,391-55.8% |
| Participation rate | 60.0% | 82.1%-22.1pp | 76.1%-16.1pp | 83.2%-23.2pp |
| Annual return | -0.58% | 86.74%-87.3pp | 71.54%-72.1pp | 282.22%-282.8pp |
| Employer contribution / active EE | $991 | $4,847-79.6% | $3,836-74.2% | $4,866-79.6% |
| Participant deferral / active EE | $1,954 | $5,630-65.3% | $4,797-59.3% | $5,352-63.5% |
| Admin fee / account holder | $1,191 | $9,545-87.5% | $7,478-84.1% | $9,540-87.5% |