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 | $92,897 | $73,933+25.7% | $96,683-3.9% | $75,163+23.6% |
| Participation rate | 20.6% | 66.4%-45.8pp | 74.3%-53.8pp | 67.2%-46.6pp |
| Annual return | 21.11% | 26.70%-5.6pp | 35.69%-14.6pp | 160.62%-139.5pp |
| Employer contribution / active EE | $948 | $2,928-67.6% | $3,737-74.6% | $2,670-64.5% |
| Participant deferral / active EE | $1,744 | $3,659-52.3% | $4,878-64.3% | $4,125-57.7% |
| Admin fee / account holder | $2,729 | $5,216-47.7% | $6,730-59.4% | $5,651-51.7% |