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 8-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 | $14,512 | $73,867-80.4% | $143,757-89.9% | $68,494-78.8% |
| Participation rate | 38.1% | 66.7%-28.5pp | 80.3%-42.2pp | 67.9%-29.7pp |
| Annual return | -15.55% | 1.01%-16.6pp | -0.04%-15.5pp | -7.84%-7.7pp |
| Employer contribution / active EE | $615 | $3,184-80.7% | $4,951-87.6% | $2,596-76.3% |
| Participant deferral / active EE | $1,253 | $3,384-63.0% | $5,637-77.8% | $4,027-68.9% |
| Admin fee / account holder | $820 | $5,755-85.7% | $14,673-94.4% | $5,403-84.8% |