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 | $61,832 | $77,503-20.2% | $100,391-38.4% | $80,856-23.5% |
| Participation rate | 66.7% | 76.9%-10.3pp | 81.5%-14.8pp | 67.6%-1.0pp |
| Annual return | 15.02% | 37.20%-22.2pp | 49.20%-34.2pp | 35.59%-20.6pp |
| Employer contribution / active EE | $2,210 | $2,801-21.1% | $3,942-43.9% | $2,755-19.8% |
| Participant deferral / active EE | $4,260 | $6,820-37.5% | $8,082-47.3% | $4,296-0.8% |
| Admin fee / account holder | $3,904 | $5,897-33.8% | $7,899-50.6% | $6,918-43.6% |