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 | $89,981 | $77,813+15.6% | $123,544-27.2% | $64,186+40.2% |
| Participation rate | 68.0% | 74.7%-6.7pp | 82.3%-14.3pp | 69.6%-1.6pp |
| Annual return | -7.57% | 12.48%-20.1pp | 119.20%-126.8pp | 7.63%-15.2pp |
| Employer contribution / active EE | $1,474 | $3,014-51.1% | $4,628-68.2% | $2,381-38.1% |
| Participant deferral / active EE | $4,699 | $5,240-10.3% | $6,426-26.9% | $3,470+35.4% |
| Admin fee / account holder | $577 | $5,519-89.5% | $9,284-93.8% | $4,888-88.2% |