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 | $37,730 | $52,903-28.7% | $73,307-48.5% | $59,632-36.7% |
| Participation rate | 59.5% | 68.2%-8.8pp | 74.9%-15.5pp | 68.7%-9.2pp |
| Annual return | -2.48% | 12.20%-14.7pp | 5.67%-8.2pp | 2041.28%-2043.8pp |
| Employer contribution / active EE | $1,127 | $1,909-41.0% | $3,237-65.2% | $2,203-48.8% |
| Participant deferral / active EE | $5,952 | $4,069+46.3% | $4,991+19.2% | $3,192+86.5% |
| Admin fee / account holder | $1,047 | $3,834-72.7% | $5,637-81.4% | $4,297-75.6% |