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 | $60,415 | $62,586-3.5% | $76,768-21.3% | $64,186-5.9% |
| Participation rate | 55.6% | 72.8%-17.3pp | 77.0%-21.4pp | 69.6%-14.0pp |
| Annual return | -7.18% | -1.95%-5.2pp | 2.43%-9.6pp | 7.63%-14.8pp |
| Employer contribution / active EE | $1,446 | $1,832-21.1% | $2,485-41.8% | $2,381-39.3% |
| Participant deferral / active EE | $3,751 | $3,145+19.3% | $3,852-2.6% | $3,470+8.1% |
| Admin fee / account holder | $341 | $4,667-92.7% | $6,675-94.9% | $4,888-93.0% |