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 | $40,369 | $127,100-68.2% | $105,738-61.8% | $135,375-70.2% |
| Participation rate | 66.7% | 82.7%-16.0pp | 76.3%-9.7pp | 82.6%-16.0pp |
| Annual return | -5.71% | 4.49%-10.2pp | 6.27%-12.0pp | 519.73%-525.4pp |
| Employer contribution / active EE | $1,178 | $4,107-71.3% | $3,268-64.0% | $4,779-75.4% |
| Participant deferral / active EE | $3,232 | $5,064-36.2% | $4,080-20.8% | $5,609-42.4% |
| Admin fee / account holder | $1,236 | $9,087-86.4% | $6,913-82.1% | $10,827-88.6% |