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 | $79,167 | $72,404+9.3% | $110,238-28.2% | $64,186+23.3% |
| Participation rate | 48.7% | 73.3%-24.6pp | 79.8%-31.1pp | 69.6%-20.9pp |
| Annual return | -5.08% | -6.29%+1.2pp | 314.74%-319.8pp | 7.63%-12.7pp |
| Employer contribution / active EE | $737 | $2,282-67.7% | $3,826-80.7% | $2,381-69.0% |
| Participant deferral / active EE | $2,451 | $3,469-29.4% | $4,672-47.5% | $3,470-29.4% |
| Admin fee / account holder | $1,313 | $5,664-76.8% | $8,547-84.6% | $4,888-73.1% |