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 9-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 | $79,249 | $101,724-22.1% | $164,813-51.9% | $80,856-2.0% |
| Participation rate | 50.0% | 71.8%-21.8pp | 78.6%-28.6pp | 67.6%-17.6pp |
| Annual return | 13.56% | 16.72%-3.2pp | 69.93%-56.4pp | 35.59%-22.0pp |
| Employer contribution / active EE | $1,465 | $2,953-50.4% | $4,341-66.3% | $2,755-46.8% |
| Participant deferral / active EE | $4,168 | $4,477-6.9% | $6,031-30.9% | $4,296-3.0% |
| Admin fee / account holder | $1,690 | $8,227-79.5% | $12,690-86.7% | $6,918-75.6% |