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 5-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 | $51,304 | $57,590-10.9% | $86,233-40.5% | $82,448-37.8% |
| Participation rate | 43.2% | 57.9%-14.6pp | 69.0%-25.8pp | 68.1%-24.8pp |
| Annual return | 14.78% | 22.41%-7.6pp | 61.39%-46.6pp | 41.64%-26.9pp |
| Employer contribution / active EE | $1,184 | $1,655-28.5% | $2,504-52.7% | $2,551-53.6% |
| Participant deferral / active EE | $3,220 | $3,080+4.5% | $4,559-29.4% | $4,139-22.2% |
| Admin fee / account holder | $1,844 | $4,730-61.0% | $8,342-77.9% | $7,234-74.5% |