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 8-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 | $70,797 | $110,257-35.8% | $96,544-26.7% | $139,434-49.2% |
| Participation rate | 45.5% | 78.1%-32.6pp | 76.0%-30.5pp | 80.3%-34.9pp |
| Annual return | 16.49% | 26.32%-9.8pp | 25.84%-9.4pp | 372.94%-356.5pp |
| Employer contribution / active EE | $1,789 | $3,620-50.6% | $2,965-39.7% | $4,751-62.3% |
| Participant deferral / active EE | $5,715 | $5,548+3.0% | $4,851+17.8% | $6,710-14.8% |
| Admin fee / account holder | $1,763 | $11,591-84.8% | $8,252-78.6% | $11,403-84.5% |