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 | $72,505 | $72,607-0.1% | $90,749-20.1% | $66,914+8.4% |
| Participation rate | 64.7% | 73.7%-9.0pp | 75.7%-11.0pp | 69.8%-5.1pp |
| Annual return | -14.73% | -12.28%-2.4pp | -12.16%-2.6pp | 1.58%-16.3pp |
| Employer contribution / active EE | $2,442 | $2,369+3.1% | $2,921-16.4% | $2,544-4.0% |
| Participant deferral / active EE | $5,330 | $3,977+34.0% | $4,564+16.8% | $4,237+25.8% |
| Admin fee / account holder | $1,082 | $707+53.0% | $8,445-87.2% | $593+82.4% |