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 | $50,409 | $64,480-21.8% | $81,382-38.1% | $80,856-37.7% |
| Participation rate | 57.1% | 63.9%-6.7pp | 69.5%-12.3pp | 67.6%-10.5pp |
| Annual return | 31.81% | 16.34%+15.5pp | 24.73%+7.1pp | 35.59%-3.8pp |
| Employer contribution / active EE | $1,903 | $1,978-3.8% | $2,463-22.7% | $2,755-30.9% |
| Participant deferral / active EE | $3,427 | $3,094+10.8% | $3,883-11.7% | $4,296-20.2% |
| Admin fee / account holder | $1,492 | $5,671-73.7% | $5,768-74.1% | $6,918-78.4% |