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 | $47,978 | $153,772-68.8% | $133,980-64.2% | $273,961-82.5% |
| Participation rate | 66.7% | 88.4%-21.7pp | 87.1%-20.4pp | 83.0%-16.3pp |
| Annual return | 4.78% | 36.51%-31.7pp | 29.30%-24.5pp | 41.45%-36.7pp |
| Employer contribution / active EE | $5,847 | $6,029-3.0% | $5,211+12.2% | $4,869+20.1% |
| Participant deferral / active EE | $10,406 | $6,958+49.5% | $6,282+65.6% | $5,287+96.8% |
| Admin fee / account holder | $3,049 | $11,765-74.1% | $9,324-67.3% | $10,132-69.9% |