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 | $28,757 | $76,000-62.2% | $154,107-81.3% | $64,186-55.2% |
| Participation rate | 59.1% | 70.4%-11.3pp | 83.0%-23.9pp | 69.6%-10.5pp |
| Annual return | -6.92% | 30.32%-37.2pp | 735.12%-742.0pp | 7.63%-14.6pp |
| Employer contribution / active EE | $561 | $3,351-83.3% | $5,298-89.4% | $2,381-76.4% |
| Participant deferral / active EE | $2,620 | $3,175-17.5% | $5,081-48.4% | $3,470-24.5% |
| Admin fee / account holder | $636 | $5,596-88.6% | $13,411-95.3% | $4,888-87.0% |