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 8-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 | $11,470 | $42,894-73.3% | $60,874-81.2% | $68,494-83.3% |
| Participation rate | 64.6% | 66.8%-2.2pp | 73.1%-8.6pp | 67.9%-3.3pp |
| Annual return | -18.64% | -13.98%-4.7pp | 16.90%-35.5pp | -7.84%-10.8pp |
| Employer contribution / active EE | $1,439 | $1,978-27.3% | $2,701-46.7% | $2,596-44.6% |
| Participant deferral / active EE | $2,331 | $2,867-18.7% | $3,817-38.9% | $4,027-42.1% |
| Admin fee / account holder | $1,159 | $3,101-62.6% | $3,224-64.1% | $5,403-78.6% |