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 | $64,906 | $91,538-29.1% | $129,995-50.1% | $75,163-13.6% |
| Participation rate | 62.2% | 71.4%-9.2pp | 78.5%-16.3pp | 67.2%-5.0pp |
| Annual return | 13.92% | -631.11%+645.0pp | -137.18%+151.1pp | 160.62%-146.7pp |
| Employer contribution / active EE | $1,549 | $2,845-45.6% | $4,320-64.1% | $2,670-42.0% |
| Participant deferral / active EE | $3,850 | $4,341-11.3% | $5,820-33.8% | $4,125-6.7% |
| Admin fee / account holder | $1,132 | $6,790-83.3% | $10,614-89.3% | $5,651-80.0% |