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 | $44,390 | $77,813-43.0% | $123,544-64.1% | $64,186-30.8% |
| Participation rate | 49.2% | 74.7%-25.5pp | 82.3%-33.1pp | 69.6%-20.4pp |
| Annual return | -7.89% | 12.48%-20.4pp | 119.20%-127.1pp | 7.63%-15.5pp |
| Employer contribution / active EE | $1,389 | $3,014-53.9% | $4,628-70.0% | $2,381-41.6% |
| Participant deferral / active EE | $3,041 | $5,240-42.0% | $6,426-52.7% | $3,470-12.4% |
| Admin fee / account holder | $1,661 | $5,519-69.9% | $9,284-82.1% | $4,888-66.0% |