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 | $115,084 | $71,883+60.1% | $86,677+32.8% | $68,494+68.0% |
| Participation rate | 62.9% | 72.2%-9.4pp | 76.6%-13.7pp | 67.9%-5.0pp |
| Annual return | -17.03% | 3.52%-20.6pp | 35.91%-52.9pp | -7.84%-9.2pp |
| Employer contribution / active EE | $1,684 | $2,173-22.5% | $2,836-40.6% | $2,596-35.1% |
| Participant deferral / active EE | $4,137 | $3,779+9.5% | $4,656-11.1% | $4,027+2.7% |
| Admin fee / account holder | $2,970 | $6,112-51.4% | $7,493-60.4% | $5,403-45.0% |