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 | $124,078 | $99,032+25.3% | $80,019+55.1% | $135,375-8.3% |
| Participation rate | 66.7% | 78.4%-11.7pp | 75.8%-9.2pp | 82.6%-16.0pp |
| Annual return | -6.29% | 15.39%-21.7pp | 11.22%-17.5pp | 519.73%-526.0pp |
| Employer contribution / active EE | $1,625 | $3,043-46.6% | $2,468-34.2% | $4,779-66.0% |
| Participant deferral / active EE | $1,923 | $4,282-55.1% | $3,686-47.8% | $5,609-65.7% |
| Admin fee / account holder | $356 | $10,436-96.6% | $6,521-94.5% | $10,827-96.7% |