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 | $18,225 | $54,726-66.7% | $68,793-73.5% | $64,186-71.6% |
| Participation rate | 53.6% | 68.0%-14.5pp | 72.2%-18.7pp | 69.6%-16.0pp |
| Annual return | -5.00% | -1.62%-3.4pp | -4.63%-0.4pp | 7.63%-12.6pp |
| Employer contribution / active EE | $1,345 | $1,846-27.2% | $2,625-48.8% | $2,381-43.5% |
| Participant deferral / active EE | $1,885 | $2,626-28.2% | $3,311-43.1% | $3,470-45.7% |
| Admin fee / account holder | $1,483 | $4,027-63.2% | $5,131-71.1% | $4,888-69.7% |