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 | $58,608 | $50,958+15.0% | $74,550-21.4% | $64,186-8.7% |
| Participation rate | 61.5% | 61.1%+0.5pp | 69.1%-7.6pp | 69.6%-8.0pp |
| Annual return | -6.11% | -1.86%-4.3pp | 32.53%-38.6pp | 7.63%-13.7pp |
| Employer contribution / active EE | $1,226 | $1,115+10.0% | $1,961-37.5% | $2,381-48.5% |
| Participant deferral / active EE | $4,302 | $2,301+86.9% | $3,108+38.4% | $3,470+24.0% |
| Admin fee / account holder | $7,756 | $4,223+83.7% | $5,060+53.3% | $4,888+58.7% |