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 | $43,487 | $32,037+35.7% | $69,182-37.1% | $62,891-30.9% |
| Participation rate | 19.4% | 43.4%-24.1pp | 55.1%-35.8pp | 69.3%-50.0pp |
| Annual return | 0.00% | 15.16%-15.2pp | -21.93%+21.9pp | 20.14%-20.1pp |
| Employer contribution / active EE | $301 | $679-55.7% | $1,206-75.1% | $2,281-86.8% |
| Participant deferral / active EE | $1,067 | $1,185-10.0% | $1,897-43.7% | $3,203-66.7% |
| Admin fee / account holder | $6,414 | $2,608+145.9% | $2,697+137.8% | $4,296+49.3% |