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 | $38,669 | $50,958-24.1% | $74,550-48.1% | $64,186-39.8% |
| Participation rate | 61.4% | 61.1%+0.3pp | 69.1%-7.7pp | 69.6%-8.2pp |
| Annual return | -7.13% | -1.86%-5.3pp | 32.53%-39.7pp | 7.63%-14.8pp |
| Employer contribution / active EE | $942 | $1,115-15.6% | $1,961-52.0% | $2,381-60.4% |
| Participant deferral / active EE | $2,816 | $2,301+22.4% | $3,108-9.4% | $3,470-18.8% |
| Admin fee / account holder | $1,155 | $4,223-72.7% | $5,060-77.2% | $4,888-76.4% |