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 | $94,559 | $92,703+2.0% | $82,719+14.3% | $134,475-29.7% |
| Participation rate | 62.5% | 75.2%-12.7pp | 72.6%-10.1pp | 81.2%-18.7pp |
| Annual return | -6.98% | 944.92%-951.9pp | 701.18%-708.2pp | 417.96%-424.9pp |
| Employer contribution / active EE | $857 | $3,274-73.8% | $3,009-71.5% | $4,740-81.9% |
| Participant deferral / active EE | $6,209 | $4,802+29.3% | $4,395+41.3% | $6,400-3.0% |
| Admin fee / account holder | $430 | $5,983-92.8% | $5,329-91.9% | $11,426-96.2% |