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 | $62,291 | $62,586-0.5% | $76,768-18.9% | $64,186-3.0% |
| Participation rate | 37.8% | 72.8%-35.0pp | 77.0%-39.1pp | 69.6%-31.7pp |
| Annual return | -5.84% | -1.95%-3.9pp | 2.43%-8.3pp | 7.63%-13.5pp |
| Employer contribution / active EE | $511 | $1,832-72.1% | $2,485-79.4% | $2,381-78.5% |
| Participant deferral / active EE | $1,830 | $3,145-41.8% | $3,852-52.5% | $3,470-47.3% |
| Admin fee / account holder | $722 | $4,667-84.5% | $6,675-89.2% | $4,888-85.2% |