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 | $20,810 | $48,265-56.9% | $68,791-69.7% | $68,494-69.6% |
| Participation rate | 47.3% | 60.7%-13.4pp | 69.0%-21.8pp | 67.9%-20.6pp |
| Annual return | -11.07% | -12.71%+1.6pp | -6.38%-4.7pp | -7.84%-3.2pp |
| Employer contribution / active EE | $1,402 | $1,829-23.3% | $2,655-47.2% | $2,596-46.0% |
| Participant deferral / active EE | $3,001 | $2,867+4.7% | $3,941-23.8% | $4,027-25.5% |
| Admin fee / account holder | $2,799 | $4,355-35.7% | $4,932-43.2% | $5,403-48.2% |