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 | $110,742 | $72,404+53.0% | $110,238+0.5% | $64,186+72.5% |
| Participation rate | 47.2% | 73.3%-26.2pp | 79.8%-32.6pp | 69.6%-22.4pp |
| Annual return | 4.49% | -6.29%+10.8pp | 314.74%-310.2pp | 7.63%-3.1pp |
| Employer contribution / active EE | $1,123 | $2,282-50.8% | $3,826-70.6% | $2,381-52.8% |
| Participant deferral / active EE | $2,049 | $3,469-40.9% | $4,672-56.1% | $3,470-40.9% |
| Admin fee / account holder | $1,544 | $5,664-72.7% | $8,547-81.9% | $4,888-68.4% |