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 | $60,089 | $73,867-18.7% | $143,757-58.2% | $68,494-12.3% |
| Participation rate | 62.7% | 66.7%-3.9pp | 80.3%-17.6pp | 67.9%-5.2pp |
| Annual return | -16.39% | 1.01%-17.4pp | -0.04%-16.4pp | -7.84%-8.6pp |
| Employer contribution / active EE | $2,011 | $3,184-36.8% | $4,951-59.4% | $2,596-22.5% |
| Participant deferral / active EE | $4,956 | $3,384+46.4% | $5,637-12.1% | $4,027+23.1% |
| Admin fee / account holder | $844 | $5,755-85.3% | $14,673-94.2% | $5,403-84.4% |