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 | $31,497 | $81,900-61.5% | $119,609-73.7% | $68,494-54.0% |
| Participation rate | 59.6% | 71.9%-12.3pp | 79.3%-19.7pp | 67.9%-8.3pp |
| Annual return | -18.08% | -23.82%+5.7pp | -14.97%-3.1pp | -7.84%-10.2pp |
| Employer contribution / active EE | $1,435 | $2,693-46.7% | $4,232-66.1% | $2,596-44.7% |
| Participant deferral / active EE | $3,422 | $4,148-17.5% | $5,602-38.9% | $4,027-15.0% |
| Admin fee / account holder | $705 | $6,582-89.3% | $10,323-93.2% | $5,403-87.0% |