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 | $86,407 | $109,413-21.0% | $156,263-44.7% | $84,808+1.9% |
| Participation rate | 51.0% | 72.7%-21.7pp | 78.9%-27.9pp | 68.3%-17.3pp |
| Annual return | 17.09% | 20.18%-3.1pp | 59.47%-42.4pp | 40.90%-23.8pp |
| Employer contribution / active EE | $1,128 | $2,907-61.2% | $4,333-74.0% | $2,631-57.1% |
| Participant deferral / active EE | $3,336 | $4,590-27.3% | $6,158-45.8% | $4,212-20.8% |
| Admin fee / account holder | $1,738 | $9,357-81.4% | $14,255-87.8% | $7,344-76.3% |