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 8-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 | $97,274 | $65,561+48.4% | $91,541+6.3% | $74,304+30.9% |
| Participation rate | 27.6% | 56.6%-29.0pp | 69.8%-42.1pp | 60.3%-32.7pp |
| Annual return | 15.20% | 17.68%-2.5pp | 20.50%-5.3pp | 29.43%-14.2pp |
| Employer contribution / active EE | $1,214 | $1,717-29.3% | $2,505-51.5% | $2,241-45.8% |
| Participant deferral / active EE | $3,037 | $2,918+4.1% | $4,008-24.2% | $3,767-19.4% |
| Admin fee / account holder | $6,817 | $3,333+104.6% | $6,956-2.0% | $2,969+129.6% |