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 6-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 | $16,982 | $138,044-87.7% | $125,339-86.5% | $134,475-87.4% |
| Participation rate | 33.3% | 84.5%-51.2pp | 82.4%-49.0pp | 81.2%-47.9pp |
| Annual return | -19.93% | 750.33%-770.3pp | 572.05%-592.0pp | 417.96%-437.9pp |
| Employer contribution / active EE | $0 | $5,243-100.0% | $4,814-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $3,966 | $7,799-49.1% | $7,446-46.7% | $6,400-38.0% |
| Admin fee / account holder | $1,956 | $11,571-83.1% | $10,010-80.5% | $11,426-82.9% |