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 | $59,820 | $138,044-56.7% | $125,339-52.3% | $134,475-55.5% |
| Participation rate | 66.7% | 84.5%-17.8pp | 82.4%-15.7pp | 81.2%-14.6pp |
| Annual return | -6.37% | 750.33%-756.7pp | 572.05%-578.4pp | 417.96%-424.3pp |
| Employer contribution / active EE | $968 | $5,243-81.5% | $4,814-79.9% | $4,740-79.6% |
| Participant deferral / active EE | $5,100 | $7,799-34.6% | $7,446-31.5% | $6,400-20.3% |
| Admin fee / account holder | $2,350 | $11,571-79.7% | $10,010-76.5% | $11,426-79.4% |