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 | $23,840 | $49,177-51.5% | $79,464-70.0% | $64,186-62.9% |
| Participation rate | 22.8% | 65.0%-42.2pp | 73.3%-50.5pp | 69.6%-46.8pp |
| Annual return | -5.80% | -1.16%-4.6pp | 718.14%-723.9pp | 7.63%-13.4pp |
| Employer contribution / active EE | $269 | $2,076-87.0% | $2,800-90.4% | $2,381-88.7% |
| Participant deferral / active EE | $1,097 | $2,821-61.1% | $3,704-70.4% | $3,470-68.4% |
| Admin fee / account holder | $489 | $3,839-87.3% | $5,113-90.4% | $4,888-90.0% |