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 | $82,990 | $91,538-9.3% | $129,995-36.2% | $75,163+10.4% |
| Participation rate | 52.5% | 71.4%-18.9pp | 78.5%-25.9pp | 67.2%-14.6pp |
| Annual return | 17.44% | -631.11%+648.6pp | -137.18%+154.6pp | 160.62%-143.2pp |
| Employer contribution / active EE | $756 | $2,845-73.4% | $4,320-82.5% | $2,670-71.7% |
| Participant deferral / active EE | $2,993 | $4,341-31.1% | $5,820-48.6% | $4,125-27.4% |
| Admin fee / account holder | $724 | $6,790-89.3% | $10,614-93.2% | $5,651-87.2% |