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 | $53,366 | $158,817-66.4% | $121,196-56.0% | $135,375-60.6% |
| Participation rate | 39.1% | 79.3%-40.2pp | 71.7%-32.6pp | 82.6%-43.5pp |
| Annual return | -6.57% | -0.64%-5.9pp | 16.93%-23.5pp | 519.73%-526.3pp |
| Employer contribution / active EE | $1,015 | $5,665-82.1% | $4,022-74.8% | $4,779-78.8% |
| Participant deferral / active EE | $4,241 | $4,005+5.9% | $3,344+26.8% | $5,609-24.4% |
| Admin fee / account holder | $1,757 | $6,512-73.0% | $5,019-65.0% | $10,827-83.8% |