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 | $101,298 | $101,2830% | $75,826+33.6% | $135,375-25.2% |
| Participation rate | 58.3% | 72.7%-14.4pp | 68.2%-9.9pp | 82.6%-24.3pp |
| Annual return | -6.95% | 3384.62%-3391.6pp | 1914.15%-1921.1pp | 519.73%-526.7pp |
| Employer contribution / active EE | $1,134 | $2,382-52.4% | $1,913-40.7% | $4,779-76.3% |
| Participant deferral / active EE | $4,708 | $3,469+35.7% | $2,862+64.5% | $5,609-16.1% |
| Admin fee / account holder | $656 | $6,539-90.0% | $4,726-86.1% | $10,827-93.9% |