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 | $41,991 | $45,863-8.4% | $77,024-45.5% | $68,494-38.7% |
| Participation rate | 19.4% | 55.9%-36.5pp | 67.9%-48.5pp | 67.9%-48.4pp |
| Annual return | -16.42% | 1.72%-18.1pp | 42.32%-58.7pp | -7.84%-8.6pp |
| Employer contribution / active EE | $388 | $1,650-76.5% | $2,812-86.2% | $2,596-85.1% |
| Participant deferral / active EE | $1,139 | $2,962-61.5% | $4,426-74.3% | $4,027-71.7% |
| Admin fee / account holder | $3,933 | $3,041+29.4% | $5,425-27.5% | $5,403-27.2% |