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 | $138,047 | $82,664+67.0% | $125,339+10.1% | $68,494+101.5% |
| Participation rate | 56.0% | 75.0%-19.0pp | 82.4%-26.4pp | 67.9%-11.9pp |
| Annual return | -16.78% | -5.97%-10.8pp | 572.05%-588.8pp | -7.84%-8.9pp |
| Employer contribution / active EE | $2,888 | $3,381-14.6% | $4,814-40.0% | $2,596+11.2% |
| Participant deferral / active EE | $7,666 | $6,110+25.5% | $7,446+2.9% | $4,027+90.4% |
| Admin fee / account holder | $11,015 | $6,275+75.5% | $10,010+10.0% | $5,403+103.9% |