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 | $63,033 | $54,350+16.0% | $82,719-23.8% | $68,494-8.0% |
| Participation rate | 55.2% | 63.9%-8.7pp | 72.6%-17.4pp | 67.9%-12.7pp |
| Annual return | -15.80% | -13.67%-2.1pp | 701.18%-717.0pp | -7.84%-8.0pp |
| Employer contribution / active EE | $1,921 | $2,218-13.4% | $3,009-36.2% | $2,596-26.0% |
| Participant deferral / active EE | $5,699 | $3,246+75.6% | $4,395+29.7% | $4,027+41.5% |
| Admin fee / account holder | $3,398 | $4,395-22.7% | $5,329-36.2% | $5,403-37.1% |