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 10-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 | $36,706 | $76,367-51.9% | $93,606-60.8% | $72,985-49.7% |
| Participation rate | 69.2% | 71.7%-2.5pp | 75.8%-6.6pp | 69.5%-0.3pp |
| Annual return | 22.90% | 25.82%-2.9pp | 32.76%-9.9pp | 81.00%-58.1pp |
| Employer contribution / active EE | $1,999 | $2,275-12.1% | $2,718-26.4% | $2,440-18.1% |
| Participant deferral / active EE | $4,243 | $3,538+19.9% | $4,069+4.3% | $3,607+17.6% |
| Admin fee / account holder | $355 | $6,838-94.8% | $7,888-95.5% | $5,124-93.1% |