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 | $202,840 | $167,307+21.2% | $143,757+41.1% | $134,475+50.8% |
| Participation rate | 33.3% | 84.8%-51.5pp | 80.3%-47.0pp | 81.2%-47.9pp |
| Annual return | -19.39% | 0.46%-19.8pp | -0.04%-19.3pp | 417.96%-437.4pp |
| Employer contribution / active EE | $1,463 | $5,619-74.0% | $4,951-70.4% | $4,740-69.1% |
| Participant deferral / active EE | $5,908 | $6,446-8.3% | $5,637+4.8% | $6,400-7.7% |
| Admin fee / account holder | $1,859 | $18,088-89.7% | $14,673-87.3% | $11,426-83.7% |