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 | $101,268 | $129,942-22.1% | $104,294-2.9% | $134,475-24.7% |
| Participation rate | 63.6% | 79.5%-15.9pp | 73.3%-9.6pp | 81.2%-17.6pp |
| Annual return | -14.52% | 42.03%-56.5pp | 24.61%-39.1pp | 417.96%-432.5pp |
| Employer contribution / active EE | $1,447 | $4,184-65.4% | $3,372-57.1% | $4,740-69.5% |
| Participant deferral / active EE | $3,838 | $5,588-31.3% | $4,625-17.0% | $6,400-40.0% |
| Admin fee / account holder | $12,450 | $9,323+33.5% | $7,339+69.6% | $11,426+9.0% |