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 | $50,344 | $73,933-31.9% | $96,683-47.9% | $75,163-33.0% |
| Participation rate | 69.2% | 66.4%+2.8pp | 74.3%-5.1pp | 67.2%+2.0pp |
| Annual return | 16.78% | 26.70%-9.9pp | 35.69%-18.9pp | 160.62%-143.8pp |
| Employer contribution / active EE | $2,903 | $2,928-0.8% | $3,737-22.3% | $2,670+8.7% |
| Participant deferral / active EE | $5,033 | $3,659+37.6% | $4,878+3.2% | $4,125+22.0% |
| Admin fee / account holder | $1,276 | $5,216-75.5% | $6,730-81.0% | $5,651-77.4% |