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 | $159,925 | $61,660+159.4% | $80,019+99.9% | $64,186+149.2% |
| Participation rate | 69.2% | 71.7%-2.5pp | 75.8%-6.6pp | 69.6%-0.3pp |
| Annual return | -6.11% | -0.33%-5.8pp | 11.22%-17.3pp | 7.63%-13.7pp |
| Employer contribution / active EE | $542 | $1,810-70.0% | $2,468-78.0% | $2,381-77.2% |
| Participant deferral / active EE | $4,044 | $2,968+36.3% | $3,686+9.7% | $3,470+16.5% |
| Admin fee / account holder | $2,200 | $5,417-59.4% | $6,521-66.3% | $4,888-55.0% |