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 | $74,881 | $73,867+1.4% | $143,757-47.9% | $68,494+9.3% |
| Participation rate | 64.7% | 66.7%-1.9pp | 80.3%-15.6pp | 67.9%-3.2pp |
| Annual return | -18.80% | 1.01%-19.8pp | -0.04%-18.8pp | -7.84%-11.0pp |
| Employer contribution / active EE | $1,792 | $3,184-43.7% | $4,951-63.8% | $2,596-31.0% |
| Participant deferral / active EE | $4,315 | $3,384+27.5% | $5,637-23.5% | $4,027+7.1% |
| Admin fee / account holder | $778 | $5,755-86.5% | $14,673-94.7% | $5,403-85.6% |