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 | $43,429 | $56,357-22.9% | $104,294-58.4% | $68,494-36.6% |
| Participation rate | 25.0% | 63.3%-38.3pp | 73.3%-48.3pp | 67.9%-42.9pp |
| Annual return | -17.44% | -9.19%-8.3pp | 24.61%-42.1pp | -7.84%-9.6pp |
| Employer contribution / active EE | $1,987 | $1,960+1.4% | $3,372-41.1% | $2,596-23.5% |
| Participant deferral / active EE | $3,740 | $3,077+21.5% | $4,625-19.1% | $4,027-7.1% |
| Admin fee / account holder | $30,297 | $4,903+518.0% | $7,339+312.8% | $5,403+460.8% |