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 | $42,560 | $50,958-16.5% | $74,550-42.9% | $64,186-33.7% |
| Participation rate | 64.6% | 61.1%+3.6pp | 69.1%-4.5pp | 69.6%-5.0pp |
| Annual return | 10.44% | -1.86%+12.3pp | 32.53%-22.1pp | 7.63%+2.8pp |
| Employer contribution / active EE | $1,277 | $1,115+14.5% | $1,961-34.9% | $2,381-46.4% |
| Participant deferral / active EE | $2,335 | $2,301+1.5% | $3,108-24.9% | $3,470-32.7% |
| Admin fee / account holder | $799 | $4,223-81.1% | $5,060-84.2% | $4,888-83.7% |