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 | $110,644 | $91,538+20.9% | $129,995-14.9% | $75,163+47.2% |
| Participation rate | 51.7% | 71.4%-19.7pp | 78.5%-26.8pp | 67.2%-15.5pp |
| Annual return | 15.74% | -631.11%+646.8pp | -137.18%+152.9pp | 160.62%-144.9pp |
| Employer contribution / active EE | $1,313 | $2,845-53.8% | $4,320-69.6% | $2,670-50.8% |
| Participant deferral / active EE | $2,426 | $4,341-44.1% | $5,820-58.3% | $4,125-41.2% |
| Admin fee / account holder | $1,226 | $6,790-81.9% | $10,614-88.5% | $5,651-78.3% |