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 | $93,906 | $64,707+45.1% | $112,228-16.3% | $68,494+37.1% |
| Participation rate | 60.7% | 67.2%-6.5pp | 75.1%-14.4pp | 67.9%-7.2pp |
| Annual return | -16.99% | -11.40%-5.6pp | 27.45%-44.4pp | -7.84%-9.1pp |
| Employer contribution / active EE | $1,993 | $2,746-27.4% | $3,635-45.2% | $2,596-23.2% |
| Participant deferral / active EE | $3,700 | $3,565+3.8% | $4,728-21.8% | $4,027-8.1% |
| Admin fee / account holder | $530 | $5,232-89.9% | $6,410-91.7% | $5,403-90.2% |