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 | $118,494 | $56,484+109.8% | $169,463-30.1% | $64,186+84.6% |
| Participation rate | 69.0% | 64.5%+4.4pp | 77.8%-8.8pp | 69.6%-0.6pp |
| Annual return | -6.68% | -1.55%-5.1pp | 1.83%-8.5pp | 7.63%-14.3pp |
| Employer contribution / active EE | $3,489 | $1,832+90.4% | $4,159-16.1% | $2,381+46.6% |
| Participant deferral / active EE | $5,595 | $3,448+62.3% | $5,277+6.0% | $3,470+61.3% |
| Admin fee / account holder | $958 | $4,174-77.1% | $9,109-89.5% | $4,888-80.4% |