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 | $44,846 | $50,958-12.0% | $74,550-39.8% | $64,186-30.1% |
| Participation rate | 51.0% | 61.1%-10.1pp | 69.1%-18.2pp | 69.6%-18.6pp |
| Annual return | -7.89% | -1.86%-6.0pp | 32.53%-40.4pp | 7.63%-15.5pp |
| Employer contribution / active EE | $293 | $1,115-73.8% | $1,961-85.1% | $2,381-87.7% |
| Participant deferral / active EE | $2,603 | $2,301+13.1% | $3,108-16.3% | $3,470-25.0% |
| Admin fee / account holder | $1,906 | $4,223-54.9% | $5,060-62.3% | $4,888-61.0% |