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 | $73,963 | $96,557-23.4% | $80,975-8.7% | $273,961-73.0% |
| Participation rate | 63.6% | 79.1%-15.4pp | 75.8%-12.2pp | 83.0%-19.4pp |
| Annual return | 9.90% | 15.14%-5.2pp | 17.10%-7.2pp | 41.45%-31.5pp |
| Employer contribution / active EE | $3,534 | $4,868-27.4% | $3,714-4.9% | $4,869-27.4% |
| Participant deferral / active EE | $7,693 | $6,598+16.6% | $5,696+35.0% | $5,287+45.5% |
| Admin fee / account holder | $5,759 | $7,492-23.1% | $5,516+4.4% | $10,132-43.2% |