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 6-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 | $51,223 | $71,883-28.7% | $86,677-40.9% | $68,494-25.2% |
| Participation rate | 39.7% | 72.2%-32.5pp | 76.6%-36.8pp | 67.9%-28.1pp |
| Annual return | -1.12% | 3.52%-4.6pp | 35.91%-37.0pp | -7.84%+6.7pp |
| Employer contribution / active EE | $916 | $2,173-57.8% | $2,836-67.7% | $2,596-64.7% |
| Participant deferral / active EE | $2,275 | $3,779-39.8% | $4,656-51.1% | $4,027-43.5% |
| Admin fee / account holder | $700 | $6,112-88.6% | $7,493-90.7% | $5,403-87.1% |