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 | $106,043 | $59,107+79.4% | $86,436+22.7% | $68,494+54.8% |
| Participation rate | 64.3% | 75.2%-11.0pp | 80.3%-16.0pp | 67.9%-3.6pp |
| Annual return | -18.43% | -0.23%-18.2pp | 4394.89%-4413.3pp | -7.84%-10.6pp |
| Employer contribution / active EE | $2,363 | $2,519-6.2% | $3,769-37.3% | $2,596-9.0% |
| Participant deferral / active EE | $8,924 | $5,901+51.2% | $6,952+28.4% | $4,027+121.6% |
| Admin fee / account holder | $3,918 | $5,637-30.5% | $6,731-41.8% | $5,403-27.5% |