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 7-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 | $42,316 | $64,707-34.6% | $112,228-62.3% | $68,494-38.2% |
| Participation rate | 58.3% | 67.2%-8.8pp | 75.1%-16.7pp | 67.9%-9.6pp |
| Annual return | -17.50% | -11.40%-6.1pp | 27.45%-44.9pp | -7.84%-9.7pp |
| Employer contribution / active EE | $1,978 | $2,746-28.0% | $3,635-45.6% | $2,596-23.8% |
| Participant deferral / active EE | $4,085 | $3,565+14.6% | $4,728-13.6% | $4,027+1.4% |
| Admin fee / account holder | $2,109 | $5,232-59.7% | $6,410-67.1% | $5,403-61.0% |