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 | $24,815 | $42,894-42.1% | $60,874-59.2% | $68,494-63.8% |
| Participation rate | 30.6% | 66.8%-36.2pp | 73.1%-42.6pp | 67.9%-37.3pp |
| Annual return | -7.02% | -13.98%+7.0pp | 16.90%-23.9pp | -7.84%+0.8pp |
| Employer contribution / active EE | $0 | $1,978-100.0% | $2,701-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,127 | $2,867-60.7% | $3,817-70.5% | $4,027-72.0% |
| Admin fee / account holder | $1,174 | $3,101-62.1% | $3,224-63.6% | $5,403-78.3% |