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 | $66,238 | $73,867-10.3% | $143,757-53.9% | $68,494-3.3% |
| Participation rate | 52.4% | 66.7%-14.2pp | 80.3%-27.9pp | 67.9%-15.4pp |
| Annual return | 2.28% | 1.01%+1.3pp | -0.04%+2.3pp | -7.84%+10.1pp |
| Employer contribution / active EE | $825 | $3,184-74.1% | $4,951-83.3% | $2,596-68.2% |
| Participant deferral / active EE | $1,365 | $3,384-59.7% | $5,637-75.8% | $4,027-66.1% |
| Admin fee / account holder | $639 | $5,755-88.9% | $14,673-95.6% | $5,403-88.2% |