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 | $72,229 | $62,586+15.4% | $76,768-5.9% | $64,186+12.5% |
| Participation rate | 40.7% | 72.8%-32.1pp | 77.0%-36.2pp | 69.6%-28.8pp |
| Annual return | -1.18% | -1.95%+0.8pp | 2.43%-3.6pp | 7.63%-8.8pp |
| Employer contribution / active EE | $445 | $1,832-75.7% | $2,485-82.1% | $2,381-81.3% |
| Participant deferral / active EE | $2,172 | $3,145-30.9% | $3,852-43.6% | $3,470-37.4% |
| Admin fee / account holder | $1,242 | $4,667-73.4% | $6,675-81.4% | $4,888-74.6% |