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 | $74,310 | $61,660+20.5% | $80,019-7.1% | $64,186+15.8% |
| Participation rate | 62.5% | 71.7%-9.2pp | 75.8%-13.3pp | 69.6%-7.1pp |
| Annual return | -5.85% | -0.33%-5.5pp | 11.22%-17.1pp | 7.63%-13.5pp |
| Employer contribution / active EE | $650 | $1,810-64.1% | $2,468-73.7% | $2,381-72.7% |
| Participant deferral / active EE | $2,951 | $2,968-0.6% | $3,686-19.9% | $3,470-14.9% |
| Admin fee / account holder | $2,027 | $5,417-62.6% | $6,521-68.9% | $4,888-58.5% |