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 | $44,181 | $76,000-41.9% | $154,107-71.3% | $64,186-31.2% |
| Participation rate | 52.4% | 70.4%-18.0pp | 83.0%-30.7pp | 69.6%-17.2pp |
| Annual return | -5.49% | 30.32%-35.8pp | 735.12%-740.6pp | 7.63%-13.1pp |
| Employer contribution / active EE | $1,675 | $3,351-50.0% | $5,298-68.4% | $2,381-29.6% |
| Participant deferral / active EE | $2,673 | $3,175-15.8% | $5,081-47.4% | $3,470-22.9% |
| Admin fee / account holder | $6,926 | $5,596+23.8% | $13,411-48.4% | $4,888+41.7% |