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 | $104,824 | $117,690-10.9% | $71,735+46.1% | $134,475-22.0% |
| Participation rate | 65.2% | 68.8%-3.6pp | 62.3%+2.9pp | 81.2%-16.0pp |
| Annual return | -18.28% | 25.44%-43.7pp | 9.14%-27.4pp | 417.96%-436.2pp |
| Employer contribution / active EE | $2,837 | $2,525+12.4% | $1,704+66.5% | $4,740-40.1% |
| Participant deferral / active EE | $3,846 | $3,759+2.3% | $2,658+44.7% | $6,400-39.9% |
| Admin fee / account holder | $1,942 | $6,379-69.6% | $3,974-51.1% | $11,426-83.0% |