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 | $58,124 | $91,911-36.8% | $68,793-15.5% | $135,375-57.1% |
| Participation rate | 66.7% | 76.7%-10.1pp | 72.2%-5.6pp | 82.6%-16.0pp |
| Annual return | -8.84% | -8.22%-0.6pp | -4.63%-4.2pp | 519.73%-528.6pp |
| Employer contribution / active EE | $1,737 | $3,924-55.7% | $2,625-33.8% | $4,779-63.7% |
| Participant deferral / active EE | $6,498 | $4,315+50.6% | $3,311+96.2% | $5,609+15.8% |
| Admin fee / account holder | $484 | $9,240-94.8% | $5,131-90.6% | $10,827-95.5% |