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 | $103,564 | $131,829-21.4% | $108,579-4.6% | $273,961-62.2% |
| Participation rate | 46.7% | 83.5%-36.8pp | 79.6%-32.9pp | 83.0%-36.3pp |
| Annual return | 35.92% | -91.57%+127.5pp | -51.70%+87.6pp | 41.45%-5.5pp |
| Employer contribution / active EE | $1,397 | $4,912-71.6% | $3,758-62.8% | $4,869-71.3% |
| Participant deferral / active EE | $3,853 | $5,127-24.9% | $4,311-10.6% | $5,287-27.1% |
| Admin fee / account holder | $14,589 | $10,252+42.3% | $7,645+90.8% | $10,132+44.0% |