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 | $95,273 | $91,538+4.1% | $129,995-26.7% | $75,163+26.8% |
| Participation rate | 62.7% | 71.4%-8.8pp | 78.5%-15.8pp | 67.2%-4.5pp |
| Annual return | 18.91% | -631.11%+650.0pp | -137.18%+156.1pp | 160.62%-141.7pp |
| Employer contribution / active EE | $2,962 | $2,845+4.1% | $4,320-31.4% | $2,670+11.0% |
| Participant deferral / active EE | $5,091 | $4,341+17.3% | $5,820-12.5% | $4,125+23.4% |
| Admin fee / account holder | $20,029 | $6,790+195.0% | $10,614+88.7% | $5,651+254.4% |