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 | $31,014 | $84,695-63.4% | $73,843-58.0% | $125,391-75.3% |
| Participation rate | 62.5% | 76.8%-14.3pp | 73.4%-10.9pp | 83.2%-20.7pp |
| Annual return | -0.62% | 3123.53%-3124.1pp | 2267.84%-2268.5pp | 282.22%-282.8pp |
| Employer contribution / active EE | $463 | $3,123-85.2% | $2,787-83.4% | $4,866-90.5% |
| Participant deferral / active EE | $706 | $3,992-82.3% | $3,583-80.3% | $5,352-86.8% |
| Admin fee / account holder | $1,032 | $5,691-81.9% | $4,880-78.9% | $9,540-89.2% |