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 | $71,106 | $62,586+13.6% | $76,768-7.4% | $64,186+10.8% |
| Participation rate | 42.2% | 72.8%-30.6pp | 77.0%-34.7pp | 69.6%-27.3pp |
| Annual return | -6.42% | -1.95%-4.5pp | 2.43%-8.9pp | 7.63%-14.1pp |
| Employer contribution / active EE | $1,103 | $1,832-39.8% | $2,485-55.6% | $2,381-53.7% |
| Participant deferral / active EE | $1,727 | $3,145-45.1% | $3,852-55.2% | $3,470-50.2% |
| Admin fee / account holder | $850 | $4,667-81.8% | $6,675-87.3% | $4,888-82.6% |