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 | $80,684 | $69,010+16.9% | $159,960-49.6% | $68,494+17.8% |
| Participation rate | 26.9% | 65.4%-38.5pp | 78.0%-51.0pp | 67.9%-41.0pp |
| Annual return | -5.72% | -9.65%+3.9pp | 408.60%-414.3pp | -7.84%+2.1pp |
| Employer contribution / active EE | $584 | $2,213-73.6% | $4,226-86.2% | $2,596-77.5% |
| Participant deferral / active EE | $2,589 | $4,212-38.5% | $6,182-58.1% | $4,027-35.7% |
| Admin fee / account holder | $1,147 | $4,798-76.1% | $8,698-86.8% | $5,403-78.8% |