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 | $56,363 | $54,350+3.7% | $82,719-31.9% | $68,494-17.7% |
| Participation rate | 58.6% | 63.9%-5.3pp | 72.6%-13.9pp | 67.9%-9.3pp |
| Annual return | -15.61% | -13.67%-1.9pp | 701.18%-716.8pp | -7.84%-7.8pp |
| Employer contribution / active EE | $1,238 | $2,218-44.2% | $3,009-58.9% | $2,596-52.3% |
| Participant deferral / active EE | $1,628 | $3,246-49.9% | $4,395-63.0% | $4,027-59.6% |
| Admin fee / account holder | $2,304 | $4,395-47.6% | $5,329-56.8% | $5,403-57.4% |