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 | $106,389 | $133,958-20.6% | $112,228-5.2% | $134,475-20.9% |
| Participation rate | 54.5% | 78.6%-24.0pp | 75.1%-20.5pp | 81.2%-26.7pp |
| Annual return | -15.33% | 47.11%-62.4pp | 27.45%-42.8pp | 417.96%-433.3pp |
| Employer contribution / active EE | $1,081 | $4,038-73.2% | $3,635-70.2% | $4,740-77.2% |
| Participant deferral / active EE | $2,510 | $5,291-52.6% | $4,728-46.9% | $6,400-60.8% |
| Admin fee / account holder | $898 | $7,489-88.0% | $6,410-86.0% | $11,426-92.1% |