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 6-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 | $149,418 | $93,024+60.6% | $77,024+94.0% | $134,475+11.1% |
| Participation rate | 47.8% | 74.5%-26.7pp | 67.9%-20.1pp | 81.2%-33.4pp |
| Annual return | -18.31% | 62.60%-80.9pp | 42.32%-60.6pp | 417.96%-436.3pp |
| Employer contribution / active EE | $1,034 | $3,418-69.8% | $2,812-63.2% | $4,740-78.2% |
| Participant deferral / active EE | $2,605 | $5,238-50.3% | $4,426-41.2% | $6,400-59.3% |
| Admin fee / account holder | $2,536 | $6,944-63.5% | $5,425-53.3% | $11,426-77.8% |