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 | $90,740 | $81,900+10.8% | $119,609-24.1% | $68,494+32.5% |
| Participation rate | 46.2% | 71.9%-25.7pp | 79.3%-33.1pp | 67.9%-21.7pp |
| Annual return | -11.50% | -23.82%+12.3pp | -14.97%+3.5pp | -7.84%-3.7pp |
| Employer contribution / active EE | $3,921 | $2,693+45.6% | $4,232-7.3% | $2,596+51.0% |
| Participant deferral / active EE | $7,308 | $4,148+76.2% | $5,602+30.5% | $4,027+81.5% |
| Admin fee / account holder | $6,918 | $6,582+5.1% | $10,323-33.0% | $5,403+28.0% |