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 | $101,784 | $82,286+23.7% | $68,791+48.0% | $134,475-24.3% |
| Participation rate | 26.7% | 75.1%-48.4pp | 69.0%-42.4pp | 81.2%-54.6pp |
| Annual return | -20.48% | -2.19%-18.3pp | -6.38%-14.1pp | 417.96%-438.4pp |
| Employer contribution / active EE | $0 | $3,301-100.0% | $2,655-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $3,714 | $4,739-21.6% | $3,941-5.8% | $6,400-42.0% |
| Admin fee / account holder | $1,153 | $6,481-82.2% | $4,932-76.6% | $11,426-89.9% |