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 | $105,414 | $104,106+1.3% | $71,086+48.3% | $135,375-22.1% |
| Participation rate | 28.6% | 65.7%-37.1pp | 54.7%-26.1pp | 82.6%-54.1pp |
| Annual return | -3.52% | 1256.30%-1259.8pp | 650.59%-654.1pp | 519.73%-523.3pp |
| Employer contribution / active EE | $479 | $1,485-67.7% | $1,088-55.9% | $4,779-90.0% |
| Participant deferral / active EE | $800 | $2,527-68.3% | $1,874-57.3% | $5,609-85.7% |
| Admin fee / account holder | $1,505 | $4,142-63.7% | $3,082-51.2% | $10,827-86.1% |