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 | $35,677 | $52,903-32.6% | $73,307-51.3% | $59,632-40.2% |
| Participation rate | 47.5% | 68.2%-20.7pp | 74.9%-27.4pp | 68.7%-21.2pp |
| Annual return | -0.97% | 12.20%-13.2pp | 5.67%-6.6pp | 2041.28%-2042.3pp |
| Employer contribution / active EE | $1,216 | $1,909-36.3% | $3,237-62.5% | $2,203-44.8% |
| Participant deferral / active EE | $1,748 | $4,069-57.1% | $4,991-65.0% | $3,192-45.2% |
| Admin fee / account holder | $912 | $3,834-76.2% | $5,637-83.8% | $4,297-78.8% |