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 | $81,235 | $107,791-24.6% | $90,645-10.4% | $135,375-40.0% |
| Participation rate | 66.7% | 78.0%-11.4pp | 74.0%-7.4pp | 82.6%-16.0pp |
| Annual return | 61.61% | -0.90%+62.5pp | 1.88%+59.7pp | 519.73%-458.1pp |
| Employer contribution / active EE | $1,190 | $3,018-60.6% | $2,532-53.0% | $4,779-75.1% |
| Participant deferral / active EE | $4,521 | $3,872+16.8% | $3,425+32.0% | $5,609-19.4% |
| Admin fee / account holder | $496 | $5,930-91.6% | $4,994-90.1% | $10,827-95.4% |