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 | $51,807 | $91,538-43.4% | $129,995-60.1% | $75,163-31.1% |
| Participation rate | 63.3% | 71.4%-8.1pp | 78.5%-15.2pp | 67.2%-3.9pp |
| Annual return | 20.27% | -631.11%+651.4pp | -137.18%+157.5pp | 160.62%-140.3pp |
| Employer contribution / active EE | $2,174 | $2,845-23.6% | $4,320-49.7% | $2,670-18.6% |
| Participant deferral / active EE | $6,680 | $4,341+53.9% | $5,820+14.8% | $4,125+61.9% |
| Admin fee / account holder | $2,544 | $6,790-62.5% | $10,614-76.0% | $5,651-55.0% |