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 | $79,248 | $73,933+7.2% | $96,683-18.0% | $75,163+5.4% |
| Participation rate | 37.3% | 66.4%-29.2pp | 74.3%-37.1pp | 67.2%-29.9pp |
| Annual return | 24.95% | 26.70%-1.7pp | 35.69%-10.7pp | 160.62%-135.7pp |
| Employer contribution / active EE | $1,546 | $2,928-47.2% | $3,737-58.6% | $2,670-42.1% |
| Participant deferral / active EE | $3,702 | $3,659+1.2% | $4,878-24.1% | $4,125-10.3% |
| Admin fee / account holder | $6,884 | $5,216+32.0% | $6,730+2.3% | $5,651+21.8% |