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 7-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 | $89,154 | $109,881-18.9% | $150,045-40.6% | $84,808+5.1% |
| Participation rate | 58.6% | 76.1%-17.5pp | 82.3%-23.7pp | 68.3%-9.7pp |
| Annual return | 16.07% | 28.25%-12.2pp | 62.55%-46.5pp | 40.90%-24.8pp |
| Employer contribution / active EE | $944 | $3,561-73.5% | $4,693-79.9% | $2,631-64.1% |
| Participant deferral / active EE | $2,989 | $6,636-55.0% | $7,997-62.6% | $4,212-29.0% |
| Admin fee / account holder | $1,308 | $8,568-84.7% | $13,435-90.3% | $7,344-82.2% |