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 | $34,739 | $54,229-35.9% | $70,092-50.4% | $68,494-49.3% |
| Participation rate | 51.9% | 64.5%-12.6pp | 70.5%-18.6pp | 67.9%-16.0pp |
| Annual return | -16.69% | -13.87%-2.8pp | 190.73%-207.4pp | -7.84%-8.8pp |
| Employer contribution / active EE | $1,702 | $2,018-15.7% | $2,559-33.5% | $2,596-34.4% |
| Participant deferral / active EE | $2,825 | $2,956-4.4% | $3,849-26.6% | $4,027-29.9% |
| Admin fee / account holder | $985 | $4,694-79.0% | $6,267-84.3% | $5,403-81.8% |