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 | $37,801 | $140,588-73.1% | $123,104-69.3% | $125,391-69.9% |
| Participation rate | 63.2% | 88.2%-25.0pp | 86.8%-23.6pp | 83.2%-20.0pp |
| Annual return | -0.23% | 16.80%-17.0pp | 13.22%-13.4pp | 282.22%-282.5pp |
| Employer contribution / active EE | $0 | $6,041-100.0% | $5,151-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $6,115 | $6,980-12.4% | $6,230-1.8% | $5,352+14.3% |
| Admin fee / account holder | $1,428 | $11,198-87.2% | $9,015-84.2% | $9,540-85.0% |