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 | $28,522 | $70,002-59.3% | $115,037-75.2% | $52,331-45.5% |
| Participation rate | 23.9% | 72.1%-48.3pp | 81.4%-57.5pp | 68.1%-44.3pp |
| Annual return | -1.06% | 4.04%-5.1pp | 26.14%-27.2pp | 4.54%-5.6pp |
| Employer contribution / active EE | $0 | $2,715-100.0% | $4,608-100.0% | $1,882-100.0% |
| Participant deferral / active EE | $2,745 | $4,920-44.2% | $6,026-54.4% | $3,022-9.2% |
| Admin fee / account holder | $3,723 | $566+557.8% | $8,175-54.5% | $592+529.4% |