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 | $20,820 | $54,350-61.7% | $82,719-74.8% | $68,494-69.6% |
| Participation rate | 47.8% | 63.9%-16.1pp | 72.6%-24.7pp | 67.9%-20.1pp |
| Annual return | -18.81% | -13.67%-5.1pp | 701.18%-720.0pp | -7.84%-11.0pp |
| Employer contribution / active EE | $725 | $2,218-67.3% | $3,009-75.9% | $2,596-72.1% |
| Participant deferral / active EE | $2,842 | $3,246-12.4% | $4,395-35.3% | $4,027-29.4% |
| Admin fee / account holder | $1,063 | $4,395-75.8% | $5,329-80.1% | $5,403-80.3% |