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 | $51,199 | $59,097-13.4% | $82,389-37.9% | $74,304-31.1% |
| Participation rate | 27.1% | 52.8%-25.7pp | 69.5%-42.5pp | 60.3%-33.3pp |
| Annual return | 18.77% | 22.85%-4.1pp | 28.67%-9.9pp | 29.43%-10.7pp |
| Employer contribution / active EE | $714 | $1,601-55.4% | $2,517-71.6% | $2,241-68.1% |
| Participant deferral / active EE | $1,967 | $2,775-29.1% | $4,155-52.7% | $3,767-47.8% |
| Admin fee / account holder | $3,899 | $4,489-13.1% | $7,231-46.1% | $2,969+31.3% |