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 | $92,191 | $92,2220% | $76,768+20.1% | $135,375-31.9% |
| Participation rate | 68.4% | 79.8%-11.3pp | 77.0%-8.5pp | 82.6%-14.2pp |
| Annual return | -4.82% | 5.46%-10.3pp | 2.43%-7.2pp | 519.73%-524.6pp |
| Employer contribution / active EE | $1,305 | $3,216-59.4% | $2,485-47.5% | $4,779-72.7% |
| Participant deferral / active EE | $6,227 | $4,509+38.1% | $3,852+61.7% | $5,609+11.0% |
| Admin fee / account holder | $3,396 | $10,748-68.4% | $6,675-49.1% | $10,827-68.6% |