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 | $39,334 | $135,635-71.0% | $110,238-64.3% | $135,375-70.9% |
| Participation rate | 68.4% | 83.5%-15.0pp | 79.8%-11.4pp | 82.6%-14.2pp |
| Annual return | -8.14% | 513.19%-521.3pp | 314.74%-322.9pp | 519.73%-527.9pp |
| Employer contribution / active EE | $2,142 | $4,906-56.3% | $3,826-44.0% | $4,779-55.2% |
| Participant deferral / active EE | $2,480 | $5,506-55.0% | $4,672-46.9% | $5,609-55.8% |
| Admin fee / account holder | $1,747 | $11,457-84.8% | $8,547-79.6% | $10,827-83.9% |