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 | $108,184 | $64,707+67.2% | $112,228-3.6% | $68,494+57.9% |
| Participation rate | 68.6% | 67.2%+1.4pp | 75.1%-6.5pp | 67.9%+0.7pp |
| Annual return | -14.29% | -11.40%-2.9pp | 27.45%-41.7pp | -7.84%-6.5pp |
| Employer contribution / active EE | $2,436 | $2,746-11.3% | $3,635-33.0% | $2,596-6.2% |
| Participant deferral / active EE | $4,877 | $3,565+36.8% | $4,728+3.1% | $4,027+21.1% |
| Admin fee / account holder | $446 | $5,232-91.5% | $6,410-93.0% | $5,403-91.7% |