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 4-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 | $13,777 | $73,867-81.3% | $143,757-90.4% | $68,494-79.9% |
| Participation rate | 69.3% | 66.7%+2.7pp | 80.3%-11.0pp | 67.9%+1.4pp |
| Annual return | -16.34% | 1.01%-17.4pp | -0.04%-16.3pp | -7.84%-8.5pp |
| Employer contribution / active EE | $1,727 | $3,184-45.7% | $4,951-65.1% | $2,596-33.5% |
| Participant deferral / active EE | $3,049 | $3,384-9.9% | $5,637-45.9% | $4,027-24.3% |
| Admin fee / account holder | $1,165 | $5,755-79.8% | $14,673-92.1% | $5,403-78.4% |