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 | $22,790 | $49,280-53.8% | $67,313-66.1% | $64,186-64.5% |
| Participation rate | 66.7% | 60.8%+5.9pp | 69.1%-2.4pp | 69.6%-2.9pp |
| Annual return | -2.26% | -1.39%-0.9pp | -4.08%+1.8pp | 7.63%-9.9pp |
| Employer contribution / active EE | $2,022 | $1,668+21.2% | $2,566-21.2% | $2,381-15.1% |
| Participant deferral / active EE | $2,335 | $2,484-6.0% | $3,568-34.6% | $3,470-32.7% |
| Admin fee / account holder | $4,077 | $3,863+5.5% | $4,507-9.5% | $4,888-16.6% |