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 | $81,481 | $154,117-47.1% | $129,995-37.3% | $139,434-41.6% |
| Participation rate | 54.5% | 82.0%-27.4pp | 78.5%-23.9pp | 80.3%-25.8pp |
| Annual return | 10.02% | 32.48%-22.5pp | -137.18%+147.2pp | 372.94%-362.9pp |
| Employer contribution / active EE | $2,030 | $5,289-61.6% | $4,320-53.0% | $4,751-57.3% |
| Participant deferral / active EE | $4,712 | $6,710-29.8% | $5,820-19.0% | $6,710-29.8% |
| Admin fee / account holder | $19,542 | $14,007+39.5% | $10,614+84.1% | $11,403+71.4% |