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 | $32,163 | $27,641+16.4% | $61,373-47.6% | $68,494-53.0% |
| Participation rate | 20.0% | 39.5%-19.5pp | 52.6%-32.6pp | 67.9%-47.9pp |
| Annual return | -16.40% | -13.24%-3.2pp | 338.61%-355.0pp | -7.84%-8.6pp |
| Employer contribution / active EE | $698 | $695+0.3% | $1,159-39.8% | $2,596-73.1% |
| Participant deferral / active EE | $1,983 | $1,263+57.0% | $2,125-6.7% | $4,027-50.8% |
| Admin fee / account holder | $1,391 | $2,010-30.8% | $2,130-34.7% | $5,403-74.3% |