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 9-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 | $61,080 | $71,883-15.0% | $86,677-29.5% | $68,494-10.8% |
| Participation rate | 47.8% | 72.2%-24.4pp | 76.6%-28.7pp | 67.9%-20.1pp |
| Annual return | -17.74% | 3.52%-21.3pp | 35.91%-53.6pp | -7.84%-9.9pp |
| Employer contribution / active EE | $1,126 | $2,173-48.2% | $2,836-60.3% | $2,596-56.6% |
| Participant deferral / active EE | $2,306 | $3,779-39.0% | $4,656-50.5% | $4,027-42.7% |
| Admin fee / account holder | $2,557 | $6,112-58.2% | $7,493-65.9% | $5,403-52.7% |