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 | $17,937 | $64,707-72.3% | $112,228-84.0% | $68,494-73.8% |
| Participation rate | 63.8% | 67.2%-3.3pp | 75.1%-11.2pp | 67.9%-4.1pp |
| Annual return | -15.30% | -11.40%-3.9pp | 27.45%-42.7pp | -7.84%-7.5pp |
| Employer contribution / active EE | $1,286 | $2,746-53.2% | $3,635-64.6% | $2,596-50.5% |
| Participant deferral / active EE | $2,606 | $3,565-26.9% | $4,728-44.9% | $4,027-35.3% |
| Admin fee / account holder | $804 | $5,232-84.6% | $6,410-87.5% | $5,403-85.1% |