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 | $35,044 | $53,162-34.1% | $91,220-61.6% | $68,494-48.8% |
| Participation rate | 61.3% | 63.2%-1.9pp | 73.2%-11.9pp | 67.9%-6.6pp |
| Annual return | -17.84% | -3.14%-14.7pp | 114.01%-131.9pp | -7.84%-10.0pp |
| Employer contribution / active EE | $1,520 | $1,709-11.1% | $2,850-46.7% | $2,596-41.4% |
| Participant deferral / active EE | $2,453 | $2,974-17.5% | $4,234-42.1% | $4,027-39.1% |
| Admin fee / account holder | $498 | $4,493-88.9% | $5,420-90.8% | $5,403-90.8% |