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 | $35,288 | $59,805-41.0% | $79,550-55.6% | $68,494-48.5% |
| Participation rate | 63.9% | 61.1%+2.8pp | 69.5%-5.6pp | 67.9%-4.0pp |
| Annual return | -17.70% | -12.30%-5.4pp | 0.16%-17.9pp | -7.84%-9.9pp |
| Employer contribution / active EE | $1,087 | $1,505-27.8% | $2,413-54.9% | $2,596-58.1% |
| Participant deferral / active EE | $2,246 | $3,024-25.7% | $3,985-43.6% | $4,027-44.2% |
| Admin fee / account holder | $319 | $4,835-93.4% | $6,832-95.3% | $5,403-94.1% |