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 | $110,716 | $138,065-19.8% | $123,544-10.4% | $135,375-18.2% |
| Participation rate | 57.1% | 84.7%-27.6pp | 82.3%-25.2pp | 82.6%-25.5pp |
| Annual return | -4.80% | 153.68%-158.5pp | 119.20%-124.0pp | 519.73%-524.5pp |
| Employer contribution / active EE | $2,051 | $5,151-60.2% | $4,628-55.7% | $4,779-57.1% |
| Participant deferral / active EE | $4,186 | $6,799-38.4% | $6,426-34.9% | $5,609-25.4% |
| Admin fee / account holder | $1,757 | $10,916-83.9% | $9,284-81.1% | $10,827-83.8% |