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 | $79,655 | $50,958+56.3% | $74,550+6.8% | $64,186+24.1% |
| Participation rate | 53.8% | 61.1%-7.2pp | 69.1%-15.3pp | 69.6%-15.7pp |
| Annual return | -5.63% | -1.86%-3.8pp | 32.53%-38.2pp | 7.63%-13.3pp |
| Employer contribution / active EE | $2,572 | $1,115+130.6% | $1,961+31.2% | $2,381+8.0% |
| Participant deferral / active EE | $6,378 | $2,301+177.1% | $3,108+105.2% | $3,470+83.8% |
| Admin fee / account holder | $3,650 | $4,223-13.6% | $5,060-27.9% | $4,888-25.3% |