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 4-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 | $53,274 | $64,839-17.8% | $95,585-44.3% | $84,808-37.2% |
| Participation rate | 27.7% | 63.8%-36.2pp | 72.1%-44.4pp | 68.3%-40.7pp |
| Annual return | 17.91% | -670.96%+688.9pp | 38.56%-20.6pp | 40.90%-23.0pp |
| Employer contribution / active EE | $1,148 | $1,759-34.7% | $2,527-54.6% | $2,631-56.4% |
| Participant deferral / active EE | $2,559 | $2,965-13.7% | $4,023-36.4% | $4,212-39.2% |
| Admin fee / account holder | $2,084 | $5,964-65.1% | $6,127-66.0% | $7,344-71.6% |