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 | $16,008 | $45,152-64.5% | $73,843-78.3% | $59,632-73.2% |
| Participation rate | 69.5% | 64.0%+5.5pp | 73.4%-4.0pp | 68.7%+0.8pp |
| Annual return | -1.05% | 27.40%-28.4pp | 2267.84%-2268.9pp | 2041.28%-2042.3pp |
| Employer contribution / active EE | $202 | $1,902-89.4% | $2,787-92.7% | $2,203-90.8% |
| Participant deferral / active EE | $810 | $2,574-68.5% | $3,583-77.4% | $3,192-74.6% |
| Admin fee / account holder | $714 | $3,516-79.7% | $4,880-85.4% | $4,297-83.4% |