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 | $48,928 | $91,538-46.5% | $129,995-62.4% | $75,163-34.9% |
| Participation rate | 53.3% | 71.4%-18.1pp | 78.5%-25.2pp | 67.2%-13.9pp |
| Annual return | 21.90% | -631.11%+653.0pp | -137.18%+159.1pp | 160.62%-138.7pp |
| Employer contribution / active EE | $0 | $2,845-100.0% | $4,320-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $3,686 | $4,341-15.1% | $5,820-36.7% | $4,125-10.6% |
| Admin fee / account holder | $321 | $6,790-95.3% | $10,614-97.0% | $5,651-94.3% |