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 | $90,510 | $73,867+22.5% | $143,757-37.0% | $68,494+32.1% |
| Participation rate | 42.4% | 66.7%-24.2pp | 80.3%-37.9pp | 67.9%-25.5pp |
| Annual return | -16.35% | 1.01%-17.4pp | -0.04%-16.3pp | -7.84%-8.5pp |
| Employer contribution / active EE | $1,955 | $3,184-38.6% | $4,951-60.5% | $2,596-24.7% |
| Participant deferral / active EE | $3,361 | $3,384-0.7% | $5,637-40.4% | $4,027-16.5% |
| Admin fee / account holder | $3,236 | $5,755-43.8% | $14,673-77.9% | $5,403-40.1% |