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 | $28,788 | $82,664-65.2% | $125,339-77.0% | $68,494-58.0% |
| Participation rate | 63.2% | 75.0%-11.9pp | 82.4%-19.2pp | 67.9%-4.7pp |
| Annual return | -15.25% | -5.97%-9.3pp | 572.05%-587.3pp | -7.84%-7.4pp |
| Employer contribution / active EE | $2,970 | $3,381-12.2% | $4,814-38.3% | $2,596+14.4% |
| Participant deferral / active EE | $4,746 | $6,110-22.3% | $7,446-36.3% | $4,027+17.9% |
| Admin fee / account holder | $2,630 | $6,275-58.1% | $10,010-73.7% | $5,403-51.3% |