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 | $161,038 | $91,538+75.9% | $129,995+23.9% | $75,163+114.2% |
| Participation rate | 32.4% | 71.4%-39.0pp | 78.5%-46.1pp | 67.2%-34.8pp |
| Annual return | 33.49% | -631.11%+664.6pp | -137.18%+170.7pp | 160.62%-127.1pp |
| Employer contribution / active EE | $1,348 | $2,845-52.6% | $4,320-68.8% | $2,670-49.5% |
| Participant deferral / active EE | $2,221 | $4,341-48.8% | $5,820-61.8% | $4,125-46.2% |
| Admin fee / account holder | $8,283 | $6,790+22.0% | $10,614-22.0% | $5,651+46.6% |