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 | $35,066 | $49,280-28.8% | $67,313-47.9% | $64,186-45.4% |
| Participation rate | 27.3% | 60.8%-33.5pp | 69.1%-41.8pp | 69.6%-42.3pp |
| Annual return | -7.03% | -1.39%-5.6pp | -4.08%-2.9pp | 7.63%-14.7pp |
| Employer contribution / active EE | $0 | $1,668-100.0% | $2,566-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,223 | $2,484-50.8% | $3,568-65.7% | $3,470-64.7% |
| Admin fee / account holder | $3,703 | $3,863-4.1% | $4,507-17.8% | $4,888-24.2% |