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 | $135,869 | $45,438+199.0% | $80,004+69.8% | $59,632+127.8% |
| Participation rate | 50.0% | 63.7%-13.7pp | 73.0%-23.0pp | 68.7%-18.7pp |
| Annual return | -1.45% | 5.10%-6.6pp | 7.63%-9.1pp | 2041.28%-2042.7pp |
| Employer contribution / active EE | $1,335 | $1,236+8.0% | $2,473-46.0% | $2,203-39.4% |
| Participant deferral / active EE | $3,117 | $2,231+39.7% | $3,204-2.7% | $3,192-2.3% |
| Admin fee / account holder | $929 | $3,464-73.2% | $5,033-81.5% | $4,297-78.4% |