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 | $18,664 | $57,354-67.5% | $83,848-77.7% | $64,186-70.9% |
| Participation rate | 64.7% | 68.6%-3.9pp | 76.1%-11.4pp | 69.6%-4.9pp |
| Annual return | -5.16% | 11.38%-16.5pp | 850.88%-856.0pp | 7.63%-12.8pp |
| Employer contribution / active EE | $792 | $2,545-68.9% | $3,631-78.2% | $2,381-66.7% |
| Participant deferral / active EE | $2,210 | $2,993-26.2% | $4,082-45.8% | $3,470-36.3% |
| Admin fee / account holder | $671 | $4,046-83.4% | $5,478-87.8% | $4,888-86.3% |