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 | $52,785 | $73,867-28.5% | $143,757-63.3% | $68,494-22.9% |
| Participation rate | 53.6% | 66.7%-13.0pp | 80.3%-26.7pp | 67.9%-14.3pp |
| Annual return | -17.75% | 1.01%-18.8pp | -0.04%-17.7pp | -7.84%-9.9pp |
| Employer contribution / active EE | $1,052 | $3,184-67.0% | $4,951-78.8% | $2,596-59.5% |
| Participant deferral / active EE | $3,193 | $3,384-5.6% | $5,637-43.4% | $4,027-20.7% |
| Admin fee / account holder | $4,408 | $5,755-23.4% | $14,673-70.0% | $5,403-18.4% |