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 | $58,200 | $59,805-2.7% | $79,550-26.8% | $68,494-15.0% |
| Participation rate | 65.4% | 61.1%+4.3pp | 69.5%-4.1pp | 67.9%-2.5pp |
| Annual return | -12.45% | -12.30%-0.2pp | 0.16%-12.6pp | -7.84%-4.6pp |
| Employer contribution / active EE | $809 | $1,505-46.2% | $2,413-66.5% | $2,596-68.8% |
| Participant deferral / active EE | $2,688 | $3,024-11.1% | $3,985-32.5% | $4,027-33.2% |
| Admin fee / account holder | $446 | $4,835-90.8% | $6,832-93.5% | $5,403-91.7% |