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 9-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 | $27,927 | $49,451-43.5% | $79,550-64.9% | $66,914-58.3% |
| Participation rate | 20.0% | 61.3%-41.3pp | 69.5%-49.5pp | 69.8%-49.8pp |
| Annual return | -17.91% | 84.25%-102.2pp | 0.16%-18.1pp | 1.58%-19.5pp |
| Employer contribution / active EE | $935 | $1,266-26.1% | $2,413-61.2% | $2,544-63.2% |
| Participant deferral / active EE | $1,827 | $3,159-42.1% | $3,985-54.1% | $4,237-56.9% |
| Admin fee / account holder | $954 | $595+60.4% | $6,832-86.0% | $593+60.8% |