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 | $36,181 | $57,354-36.9% | $83,848-56.8% | $64,186-43.6% |
| Participation rate | 55.0% | 68.6%-13.6pp | 76.1%-21.1pp | 69.6%-14.6pp |
| Annual return | -6.57% | 11.38%-18.0pp | 850.88%-857.4pp | 7.63%-14.2pp |
| Employer contribution / active EE | $867 | $2,545-65.9% | $3,631-76.1% | $2,381-63.6% |
| Participant deferral / active EE | $2,314 | $2,993-22.7% | $4,082-43.3% | $3,470-33.3% |
| Admin fee / account holder | $2,912 | $4,046-28.0% | $5,478-46.8% | $4,888-40.4% |