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 | $120,060 | $180,449-33.5% | $154,107-22.1% | $135,375-11.3% |
| Participation rate | 61.5% | 87.4%-25.9pp | 83.0%-21.5pp | 82.6%-21.1pp |
| Annual return | -3.24% | 888.09%-891.3pp | 735.12%-738.4pp | 519.73%-523.0pp |
| Employer contribution / active EE | $2,894 | $6,035-52.1% | $5,298-45.4% | $4,779-39.5% |
| Participant deferral / active EE | $5,370 | $5,806-7.5% | $5,081+5.7% | $5,609-4.2% |
| Admin fee / account holder | $3,298 | $16,143-79.6% | $13,411-75.4% | $10,827-69.5% |