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 9-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 | $50,529 | $109,413-53.8% | $156,263-67.7% | $84,808-40.4% |
| Participation rate | 56.3% | 72.7%-16.4pp | 78.9%-22.7pp | 68.3%-12.1pp |
| Annual return | 18.63% | 20.18%-1.6pp | 59.47%-40.8pp | 40.90%-22.3pp |
| Employer contribution / active EE | $2,241 | $2,907-22.9% | $4,333-48.3% | $2,631-14.8% |
| Participant deferral / active EE | $4,346 | $4,590-5.3% | $6,158-29.4% | $4,212+3.2% |
| Admin fee / account holder | $1,158 | $9,357-87.6% | $14,255-91.9% | $7,344-84.2% |