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 | $24,743 | $54,726-54.8% | $68,793-64.0% | $64,186-61.5% |
| Participation rate | 30.9% | 68.0%-37.1pp | 72.2%-41.3pp | 69.6%-38.6pp |
| Annual return | -7.15% | -1.62%-5.5pp | -4.63%-2.5pp | 7.63%-14.8pp |
| Employer contribution / active EE | $734 | $1,846-60.2% | $2,625-72.0% | $2,381-69.2% |
| Participant deferral / active EE | $1,436 | $2,626-45.3% | $3,311-56.6% | $3,470-58.6% |
| Admin fee / account holder | $630 | $4,027-84.4% | $5,131-87.7% | $4,888-87.1% |