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 | $33,894 | $95,971-64.7% | $74,550-54.5% | $135,375-75.0% |
| Participation rate | 61.1% | 75.7%-14.5pp | 69.1%-8.0pp | 82.6%-21.5pp |
| Annual return | -6.49% | 56.96%-63.5pp | 32.53%-39.0pp | 519.73%-526.2pp |
| Employer contribution / active EE | $678 | $2,716-75.0% | $1,961-65.4% | $4,779-85.8% |
| Participant deferral / active EE | $6,279 | $3,843+63.4% | $3,108+102.0% | $5,609+12.0% |
| Admin fee / account holder | $1,383 | $6,522-78.8% | $5,060-72.7% | $10,827-87.2% |