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 | $84,450 | $92,703-8.9% | $82,719+2.1% | $134,475-37.2% |
| Participation rate | 42.9% | 75.2%-32.3pp | 72.6%-29.7pp | 81.2%-38.4pp |
| Annual return | -4.55% | 944.92%-949.5pp | 701.18%-705.7pp | 417.96%-422.5pp |
| Employer contribution / active EE | $2,140 | $3,274-34.6% | $3,009-28.9% | $4,740-54.9% |
| Participant deferral / active EE | $3,879 | $4,802-19.2% | $4,395-11.7% | $6,400-39.4% |
| Admin fee / account holder | $4,041 | $5,983-32.5% | $5,329-24.2% | $11,426-64.6% |