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 | $64,911 | $53,162+22.1% | $91,220-28.8% | $68,494-5.2% |
| Participation rate | 63.6% | 63.2%+0.4pp | 73.2%-9.6pp | 67.9%-4.3pp |
| Annual return | -15.75% | -3.14%-12.6pp | 114.01%-129.8pp | -7.84%-7.9pp |
| Employer contribution / active EE | $842 | $1,709-50.7% | $2,850-70.4% | $2,596-67.6% |
| Participant deferral / active EE | $2,248 | $2,974-24.4% | $4,234-46.9% | $4,027-44.2% |
| Admin fee / account holder | $1,068 | $4,493-76.2% | $5,420-80.3% | $5,403-80.2% |