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 | $57,007 | $59,805-4.7% | $79,550-28.3% | $68,494-16.8% |
| Participation rate | 39.1% | 61.1%-21.9pp | 69.5%-30.4pp | 67.9%-28.8pp |
| Annual return | -17.51% | -12.30%-5.2pp | 0.16%-17.7pp | -7.84%-9.7pp |
| Employer contribution / active EE | $1,309 | $1,505-13.0% | $2,413-45.7% | $2,596-49.6% |
| Participant deferral / active EE | $2,042 | $3,024-32.5% | $3,985-48.7% | $4,027-49.3% |
| Admin fee / account holder | $2,015 | $4,835-58.3% | $6,832-70.5% | $5,403-62.7% |