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 | $42,055 | $73,004-42.4% | $90,749-53.7% | $68,494-38.6% |
| Participation rate | 41.6% | 70.8%-29.3pp | 75.7%-34.1pp | 67.9%-26.3pp |
| Annual return | -16.46% | -13.81%-2.7pp | -12.16%-4.3pp | -7.84%-8.6pp |
| Employer contribution / active EE | $1,546 | $2,193-29.5% | $2,921-47.1% | $2,596-40.4% |
| Participant deferral / active EE | $2,701 | $3,627-25.5% | $4,564-40.8% | $4,027-32.9% |
| Admin fee / account holder | $8,096 | $5,896+37.3% | $8,445-4.1% | $5,403+49.8% |