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 9-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 | $91,369 | $138,044-33.8% | $125,339-27.1% | $134,475-32.1% |
| Participation rate | 60.0% | 84.5%-24.5pp | 82.4%-22.4pp | 81.2%-21.2pp |
| Annual return | -18.84% | 750.33%-769.2pp | 572.05%-590.9pp | 417.96%-436.8pp |
| Employer contribution / active EE | $5,593 | $5,243+6.7% | $4,814+16.2% | $4,740+18.0% |
| Participant deferral / active EE | $14,900 | $7,799+91.1% | $7,446+100.1% | $6,400+132.8% |
| Admin fee / account holder | $1,440 | $11,571-87.6% | $10,010-85.6% | $11,426-87.4% |