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 | $43,072 | $110,094-60.9% | $151,611-71.6% | $68,494-37.1% |
| Participation rate | 65.7% | 84.0%-18.2pp | 87.5%-21.8pp | 67.9%-2.2pp |
| Annual return | -16.41% | -10.12%-6.3pp | 3.33%-19.7pp | -7.84%-8.6pp |
| Employer contribution / active EE | $1,889 | $4,471-57.8% | $6,166-69.4% | $2,596-27.3% |
| Participant deferral / active EE | $6,629 | $6,527+1.6% | $8,363-20.7% | $4,027+64.6% |
| Admin fee / account holder | $428 | $7,719-94.5% | $11,616-96.3% | $5,403-92.1% |