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 | $82,315 | $100,754-18.3% | $86,677-5.0% | $134,475-38.8% |
| Participation rate | 55.6% | 78.9%-23.4pp | 76.6%-21.0pp | 81.2%-25.7pp |
| Annual return | -14.18% | 29.04%-43.2pp | 35.91%-50.1pp | 417.96%-432.1pp |
| Employer contribution / active EE | $3,241 | $3,489-7.1% | $2,836+14.3% | $4,740-31.6% |
| Participant deferral / active EE | $5,362 | $5,338+0.5% | $4,656+15.2% | $6,400-16.2% |
| Admin fee / account holder | $729 | $10,926-93.3% | $7,493-90.3% | $11,426-93.6% |