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 | $99,282 | $73,004+36.0% | $90,749+9.4% | $68,494+44.9% |
| Participation rate | 37.2% | 70.8%-33.7pp | 75.7%-38.5pp | 67.9%-30.7pp |
| Annual return | -12.68% | -13.81%+1.1pp | -12.16%-0.5pp | -7.84%-4.8pp |
| Employer contribution / active EE | $0 | $2,193-100.0% | $2,921-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $3,914 | $3,627+7.9% | $4,564-14.2% | $4,027-2.8% |
| Admin fee / account holder | $15,932 | $5,896+170.2% | $8,445+88.7% | $5,403+194.9% |