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 | $27,059 | $32,117-15.7% | $71,086-61.9% | $64,186-57.8% |
| Participation rate | 38.0% | 42.7%-4.7pp | 54.7%-16.7pp | 69.6%-31.6pp |
| Annual return | -8.40% | -5.57%-2.8pp | 650.59%-659.0pp | 7.63%-16.0pp |
| Employer contribution / active EE | $553 | $712-22.3% | $1,088-49.1% | $2,381-76.8% |
| Participant deferral / active EE | $1,107 | $1,263-12.3% | $1,874-40.9% | $3,470-68.1% |
| Admin fee / account holder | $2,059 | $2,759-25.4% | $3,082-33.2% | $4,888-57.9% |