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 | $69,912 | $146,267-52.2% | $197,124-64.5% | $82,448-15.2% |
| Participation rate | 55.4% | 84.0%-28.7pp | 86.7%-31.4pp | 68.1%-12.7pp |
| Annual return | 18.51% | 29.61%-11.1pp | 44.34%-25.8pp | 41.64%-23.1pp |
| Employer contribution / active EE | $1,732 | $4,723-63.3% | $6,227-72.2% | $2,551-32.1% |
| Participant deferral / active EE | $4,217 | $7,035-40.0% | $9,135-53.8% | $4,139+1.9% |
| Admin fee / account holder | $4,165 | $14,422-71.1% | $16,298-74.4% | $7,234-42.4% |