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 | $51,005 | $52,903-3.6% | $73,307-30.4% | $59,632-14.5% |
| Participation rate | 56.8% | 68.2%-11.4pp | 74.9%-18.1pp | 68.7%-11.9pp |
| Annual return | -0.93% | 12.20%-13.1pp | 5.67%-6.6pp | 2041.28%-2042.2pp |
| Employer contribution / active EE | $2,041 | $1,909+6.9% | $3,237-37.0% | $2,203-7.3% |
| Participant deferral / active EE | $5,288 | $4,069+30.0% | $4,991+5.9% | $3,192+65.7% |
| Admin fee / account holder | $1,911 | $3,834-50.2% | $5,637-66.1% | $4,297-55.5% |