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 | $99,862 | $93,024+7.4% | $77,024+29.7% | $134,475-25.7% |
| Participation rate | 28.6% | 74.5%-45.9pp | 67.9%-39.3pp | 81.2%-52.7pp |
| Annual return | -8.19% | 62.60%-70.8pp | 42.32%-50.5pp | 417.96%-426.2pp |
| Employer contribution / active EE | $2,543 | $3,418-25.6% | $2,812-9.6% | $4,740-46.4% |
| Participant deferral / active EE | $3,968 | $5,238-24.3% | $4,426-10.4% | $6,400-38.0% |
| Admin fee / account holder | $4,725 | $6,944-32.0% | $5,425-12.9% | $11,426-58.6% |