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 | $23,157 | $43,327-46.6% | $59,878-61.3% | $64,186-63.9% |
| Participation rate | 64.9% | 69.2%-4.3pp | 74.7%-9.8pp | 69.6%-4.7pp |
| Annual return | 6.06% | -1.55%+7.6pp | 3.46%+2.6pp | 7.63%-1.6pp |
| Employer contribution / active EE | $1,935 | $2,028-4.6% | $2,722-28.9% | $2,381-18.7% |
| Participant deferral / active EE | $1,589 | $2,546-37.6% | $3,402-53.3% | $3,470-54.2% |
| Admin fee / account holder | $322 | $3,005-89.3% | $3,590-91.0% | $4,888-93.4% |