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 | $110,852 | $48,265+129.7% | $68,791+61.1% | $68,494+61.8% |
| Participation rate | 45.0% | 60.7%-15.7pp | 69.0%-24.0pp | 67.9%-22.9pp |
| Annual return | -14.06% | -12.71%-1.4pp | -6.38%-7.7pp | -7.84%-6.2pp |
| Employer contribution / active EE | $899 | $1,829-50.8% | $2,655-66.1% | $2,596-65.4% |
| Participant deferral / active EE | $2,336 | $2,867-18.5% | $3,941-40.7% | $4,027-42.0% |
| Admin fee / account holder | $5,629 | $4,355+29.2% | $4,932+14.1% | $5,403+4.2% |