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 | $81,668 | $62,586+30.5% | $76,768+6.4% | $64,186+27.2% |
| Participation rate | 63.4% | 72.8%-9.4pp | 77.0%-13.5pp | 69.6%-6.2pp |
| Annual return | 3.36% | -1.95%+5.3pp | 2.43%+0.9pp | 7.63%-4.3pp |
| Employer contribution / active EE | $1,538 | $1,832-16.0% | $2,485-38.1% | $2,381-35.4% |
| Participant deferral / active EE | $3,270 | $3,145+4.0% | $3,852-15.1% | $3,470-5.8% |
| Admin fee / account holder | $1,371 | $4,667-70.6% | $6,675-79.5% | $4,888-71.9% |