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 | $113,660 | $168,632-32.6% | $147,614-23.0% | $125,391-9.4% |
| Participation rate | 68.2% | 88.8%-20.6pp | 84.6%-16.4pp | 83.2%-15.0pp |
| Annual return | -1.55% | 77.65%-79.2pp | 61.98%-63.5pp | 282.22%-283.8pp |
| Employer contribution / active EE | $2,507 | $6,252-59.9% | $5,564-54.9% | $4,866-48.5% |
| Participant deferral / active EE | $4,605 | $5,507-16.4% | $4,895-5.9% | $5,352-13.9% |
| Admin fee / account holder | $6,229 | $13,580-54.1% | $11,611-46.4% | $9,540-34.7% |