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 | $16,025 | $32,037-50.0% | $69,182-76.8% | $62,891-74.5% |
| Participation rate | 45.5% | 43.4%+2.0pp | 55.1%-9.7pp | 69.3%-23.9pp |
| Annual return | 6.07% | 15.16%-9.1pp | -21.93%+28.0pp | 20.14%-14.1pp |
| Employer contribution / active EE | $334 | $679-50.8% | $1,206-72.3% | $2,281-85.3% |
| Participant deferral / active EE | $743 | $1,185-37.3% | $1,897-60.8% | $3,203-76.8% |
| Admin fee / account holder | $2,513 | $2,608-3.6% | $2,697-6.8% | $4,296-41.5% |