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 8-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 | $16,767 | $59,805-72.0% | $79,550-78.9% | $68,494-75.5% |
| Participation rate | 47.6% | 61.1%-13.4pp | 69.5%-21.9pp | 67.9%-20.3pp |
| Annual return | -7.38% | -12.30%+4.9pp | 0.16%-7.5pp | -7.84%+0.5pp |
| Employer contribution / active EE | $0 | $1,505-100.0% | $2,413-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,052 | $3,024-32.2% | $3,985-48.5% | $4,027-49.0% |
| Admin fee / account holder | $1,028 | $4,835-78.7% | $6,832-85.0% | $5,403-81.0% |