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 | $83,085 | $95,862-13.3% | $79,550+4.4% | $134,475-38.2% |
| Participation rate | 50.0% | 75.0%-25.0pp | 69.5%-19.5pp | 81.2%-31.2pp |
| Annual return | -15.78% | -2.69%-13.1pp | 0.16%-15.9pp | 417.96%-433.7pp |
| Employer contribution / active EE | $1,470 | $3,128-53.0% | $2,413-39.1% | $4,740-69.0% |
| Participant deferral / active EE | $4,383 | $4,693-6.6% | $3,985+10.0% | $6,400-31.5% |
| Admin fee / account holder | $514 | $9,126-94.4% | $6,832-92.5% | $11,426-95.5% |