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 | $23,805 | $54,726-56.5% | $68,793-65.4% | $64,186-62.9% |
| Participation rate | 41.5% | 68.0%-26.6pp | 72.2%-30.8pp | 69.6%-28.1pp |
| Annual return | -5.31% | -1.62%-3.7pp | -4.63%-0.7pp | 7.63%-12.9pp |
| Employer contribution / active EE | $396 | $1,846-78.6% | $2,625-84.9% | $2,381-83.4% |
| Participant deferral / active EE | $1,839 | $2,626-30.0% | $3,311-44.4% | $3,470-47.0% |
| Admin fee / account holder | $1,012 | $4,027-74.9% | $5,131-80.3% | $4,888-79.3% |