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 8-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 | $5,364 | $84,402-93.6% | $61,373-91.3% | $134,475-96.0% |
| Participation rate | 50.0% | 62.2%-12.2pp | 52.6%-2.6pp | 81.2%-31.2pp |
| Annual return | -21.30% | 584.55%-605.8pp | 338.61%-359.9pp | 417.96%-439.3pp |
| Employer contribution / active EE | $1,291 | $1,544-16.4% | $1,159+11.3% | $4,740-72.8% |
| Participant deferral / active EE | $1,340 | $2,819-52.5% | $2,125-36.9% | $6,400-79.1% |
| Admin fee / account holder | $736 | $2,585-71.5% | $2,130-65.5% | $11,426-93.6% |