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 8-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 | $66,017 | $43,327+52.4% | $59,878+10.3% | $64,186+2.9% |
| Participation rate | 64.0% | 69.2%-5.2pp | 74.7%-10.7pp | 69.6%-5.6pp |
| Annual return | -6.73% | -1.55%-5.2pp | 3.46%-10.2pp | 7.63%-14.4pp |
| Employer contribution / active EE | $1,271 | $2,028-37.3% | $2,722-53.3% | $2,381-46.6% |
| Participant deferral / active EE | $3,344 | $2,546+31.4% | $3,402-1.7% | $3,470-3.6% |
| Admin fee / account holder | $596 | $3,005-80.2% | $3,590-83.4% | $4,888-87.8% |