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 | $65,747 | $77,813-15.5% | $123,544-46.8% | $64,186+2.4% |
| Participation rate | 57.6% | 74.7%-17.1pp | 82.3%-24.7pp | 69.6%-12.0pp |
| Annual return | -7.56% | 12.48%-20.0pp | 119.20%-126.8pp | 7.63%-15.2pp |
| Employer contribution / active EE | $3,236 | $3,014+7.4% | $4,628-30.1% | $2,381+35.9% |
| Participant deferral / active EE | $6,812 | $5,240+30.0% | $6,426+6.0% | $3,470+96.3% |
| Admin fee / account holder | $776 | $5,519-85.9% | $9,284-91.6% | $4,888-84.1% |