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 | $123,596 | $138,044-10.5% | $125,339-1.4% | $134,475-8.1% |
| Participation rate | 38.9% | 84.5%-45.6pp | 82.4%-43.5pp | 81.2%-42.3pp |
| Annual return | -16.51% | 750.33%-766.8pp | 572.05%-588.6pp | 417.96%-434.5pp |
| Employer contribution / active EE | $2,402 | $5,243-54.2% | $4,814-50.1% | $4,740-49.3% |
| Participant deferral / active EE | $4,345 | $7,799-44.3% | $7,446-41.7% | $6,400-32.1% |
| Admin fee / account holder | $5,693 | $11,571-50.8% | $10,010-43.1% | $11,426-50.2% |