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 | $67,465 | $64,839+4.0% | $95,585-29.4% | $84,808-20.4% |
| Participation rate | 55.0% | 63.8%-8.8pp | 72.1%-17.1pp | 68.3%-13.3pp |
| Annual return | 14.60% | -670.96%+685.6pp | 38.56%-24.0pp | 40.90%-26.3pp |
| Employer contribution / active EE | $465 | $1,759-73.5% | $2,527-81.6% | $2,631-82.3% |
| Participant deferral / active EE | $2,591 | $2,965-12.6% | $4,023-35.6% | $4,212-38.5% |
| Admin fee / account holder | $2,136 | $5,964-64.2% | $6,127-65.1% | $7,344-70.9% |