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 7-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 | $65,526 | $73,004-10.2% | $90,749-27.8% | $68,494-4.3% |
| Participation rate | 69.2% | 70.8%-1.6pp | 75.7%-6.5pp | 67.9%+1.3pp |
| Annual return | -15.68% | -13.81%-1.9pp | -12.16%-3.5pp | -7.84%-7.8pp |
| Employer contribution / active EE | $1,399 | $2,193-36.2% | $2,921-52.1% | $2,596-46.1% |
| Participant deferral / active EE | $3,247 | $3,627-10.5% | $4,564-28.9% | $4,027-19.4% |
| Admin fee / account holder | $9,217 | $5,896+56.3% | $8,445+9.1% | $5,403+70.6% |