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 | $127,971 | $64,707+97.8% | $112,228+14.0% | $68,494+86.8% |
| Participation rate | 27.9% | 67.2%-39.2pp | 75.1%-47.2pp | 67.9%-40.0pp |
| Annual return | -18.77% | -11.40%-7.4pp | 27.45%-46.2pp | -7.84%-10.9pp |
| Employer contribution / active EE | $733 | $2,746-73.3% | $3,635-79.8% | $2,596-71.8% |
| Participant deferral / active EE | $1,815 | $3,565-49.1% | $4,728-61.6% | $4,027-54.9% |
| Admin fee / account holder | $7,532 | $5,232+44.0% | $6,410+17.5% | $5,403+39.4% |