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 | $42,412 | $92,703-54.2% | $82,719-48.7% | $134,475-68.5% |
| Participation rate | 45.5% | 75.2%-29.7pp | 72.6%-27.1pp | 81.2%-35.8pp |
| Annual return | -17.23% | 944.92%-962.2pp | 701.18%-718.4pp | 417.96%-435.2pp |
| Employer contribution / active EE | $973 | $3,274-70.3% | $3,009-67.6% | $4,740-79.5% |
| Participant deferral / active EE | $3,374 | $4,802-29.7% | $4,395-23.2% | $6,400-47.3% |
| Admin fee / account holder | $7,076 | $5,983+18.3% | $5,329+32.8% | $11,426-38.1% |