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 | $33,665 | $82,664-59.3% | $125,339-73.1% | $68,494-50.9% |
| Participation rate | 60.0% | 75.0%-15.0pp | 82.4%-22.4pp | 67.9%-7.9pp |
| Annual return | -18.14% | -5.97%-12.2pp | 572.05%-590.2pp | -7.84%-10.3pp |
| Employer contribution / active EE | $3,473 | $3,381+2.7% | $4,814-27.8% | $2,596+33.8% |
| Participant deferral / active EE | $7,394 | $6,110+21.0% | $7,446-0.7% | $4,027+83.6% |
| Admin fee / account holder | $971 | $6,275-84.5% | $10,010-90.3% | $5,403-82.0% |