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 9-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 | $39,938 | $45,863-12.9% | $77,024-48.1% | $68,494-41.7% |
| Participation rate | 44.4% | 55.9%-11.5pp | 67.9%-23.5pp | 67.9%-23.4pp |
| Annual return | -18.27% | 1.72%-20.0pp | 42.32%-60.6pp | -7.84%-10.4pp |
| Employer contribution / active EE | $1,259 | $1,650-23.7% | $2,812-55.2% | $2,596-51.5% |
| Participant deferral / active EE | $2,451 | $2,962-17.2% | $4,426-44.6% | $4,027-39.1% |
| Admin fee / account holder | $3,940 | $3,041+29.6% | $5,425-27.4% | $5,403-27.1% |