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 | $56,761 | $92,222-38.5% | $76,768-26.1% | $135,375-58.1% |
| Participation rate | 68.2% | 79.8%-11.6pp | 77.0%-8.8pp | 82.6%-14.5pp |
| Annual return | -6.99% | 5.46%-12.4pp | 2.43%-9.4pp | 519.73%-526.7pp |
| Employer contribution / active EE | $1,246 | $3,216-61.3% | $2,485-49.9% | $4,779-73.9% |
| Participant deferral / active EE | $3,343 | $4,509-25.9% | $3,852-13.2% | $5,609-40.4% |
| Admin fee / account holder | $394 | $10,748-96.3% | $6,675-94.1% | $10,827-96.4% |