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 | $58,536 | $95,193-38.5% | $76,523-23.5% | $135,375-56.8% |
| Participation rate | 50.0% | 74.4%-24.4pp | 68.0%-18.0pp | 82.6%-32.6pp |
| Annual return | -6.39% | 4.85%-11.2pp | -0.27%-6.1pp | 519.73%-526.1pp |
| Employer contribution / active EE | $216 | $3,302-93.5% | $2,647-91.8% | $4,779-95.5% |
| Participant deferral / active EE | $1,889 | $4,639-59.3% | $3,835-50.8% | $5,609-66.3% |
| Admin fee / account holder | $5,861 | $6,249-6.2% | $4,848+20.9% | $10,827-45.9% |