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 7-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 | $44,160 | $95,862-53.9% | $79,550-44.5% | $134,475-67.2% |
| Participation rate | 20.8% | 75.0%-54.2pp | 69.5%-48.7pp | 81.2%-60.4pp |
| Annual return | -17.95% | -2.69%-15.3pp | 0.16%-18.1pp | 417.96%-435.9pp |
| Employer contribution / active EE | $1,200 | $3,128-61.6% | $2,413-50.3% | $4,740-74.7% |
| Participant deferral / active EE | $1,501 | $4,693-68.0% | $3,985-62.3% | $6,400-76.5% |
| Admin fee / account holder | $4,688 | $9,126-48.6% | $6,832-31.4% | $11,426-59.0% |