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 | $85,079 | $91,190-6.7% | $178,490-52.3% | $79,858+6.5% |
| Participation rate | 62.8% | 69.2%-6.4pp | 81.9%-19.1pp | 69.6%-6.8pp |
| Annual return | 15.00% | 24.19%-9.2pp | 151.07%-136.1pp | 31.71%-16.7pp |
| Employer contribution / active EE | $1,631 | $3,256-49.9% | $5,011-67.4% | $2,471-34.0% |
| Participant deferral / active EE | $2,616 | $3,236-19.2% | $5,202-49.7% | $3,740-30.1% |
| Admin fee / account holder | $890 | $6,751-86.8% | $13,984-93.6% | $5,306-83.2% |