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 | $19,076 | $52,681-63.8% | $75,781-74.8% | $59,632-68.0% |
| Participation rate | 66.7% | 67.2%-0.6pp | 75.8%-9.2pp | 68.7%-2.0pp |
| Annual return | -2.19% | 2.95%-5.1pp | 9.68%-11.9pp | 2041.28%-2043.5pp |
| Employer contribution / active EE | $0 | $2,193-100.0% | $3,323-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $4,060 | $2,591+56.7% | $3,651+11.2% | $3,192+27.2% |
| Admin fee / account holder | $381 | $3,610-89.4% | $5,299-92.8% | $4,297-91.1% |