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 | $45,539 | $51,175-11.0% | $70,515-35.4% | $75,163-39.4% |
| Participation rate | 63.6% | 60.9%+2.7pp | 68.3%-4.7pp | 67.2%-3.6pp |
| Annual return | 18.96% | 30.02%-11.1pp | 32.77%-13.8pp | 160.62%-141.7pp |
| Employer contribution / active EE | $2,307 | $1,826+26.3% | $2,973-22.4% | $2,670-13.6% |
| Participant deferral / active EE | $3,607 | $2,849+26.6% | $4,567-21.0% | $4,125-12.6% |
| Admin fee / account holder | $1,772 | $4,091-56.7% | $6,412-72.4% | $5,651-68.6% |