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 | $31,901 | $57,354-44.4% | $83,848-62.0% | $64,186-50.3% |
| Participation rate | 47.4% | 68.6%-21.2pp | 76.1%-28.8pp | 69.6%-22.2pp |
| Annual return | -6.39% | 11.38%-17.8pp | 850.88%-857.3pp | 7.63%-14.0pp |
| Employer contribution / active EE | $593 | $2,545-76.7% | $3,631-83.7% | $2,381-75.1% |
| Participant deferral / active EE | $2,101 | $2,993-29.8% | $4,082-48.5% | $3,470-39.5% |
| Admin fee / account holder | $892 | $4,046-78.0% | $5,478-83.7% | $4,888-81.8% |