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 | $21,399 | $39,798-46.2% | $67,711-68.4% | $59,632-64.1% |
| Participation rate | 55.2% | 57.4%-2.2pp | 67.5%-12.3pp | 68.7%-13.5pp |
| Annual return | -1.99% | 89.94%-91.9pp | 25.41%-27.4pp | 2041.28%-2043.3pp |
| Employer contribution / active EE | $1,097 | $1,393-21.3% | $2,559-57.1% | $2,203-50.2% |
| Participant deferral / active EE | $1,300 | $2,335-44.3% | $3,585-63.7% | $3,192-59.3% |
| Admin fee / account holder | $2,545 | $3,212-20.8% | $4,255-40.2% | $4,297-40.8% |