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 | $41,656 | $142,344-70.7% | $119,609-65.2% | $134,475-69.0% |
| Participation rate | 68.2% | 82.8%-14.6pp | 79.3%-11.1pp | 81.2%-13.0pp |
| Annual return | -17.82% | -12.44%-5.4pp | -14.97%-2.9pp | 417.96%-435.8pp |
| Employer contribution / active EE | $1,951 | $5,222-62.6% | $4,232-53.9% | $4,740-58.8% |
| Participant deferral / active EE | $3,978 | $6,469-38.5% | $5,602-29.0% | $6,400-37.8% |
| Admin fee / account holder | $4,785 | $13,584-64.8% | $10,323-53.6% | $11,426-58.1% |