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 7-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 | $61,518 | $57,016+7.9% | $84,966-27.6% | $80,856-23.9% |
| Participation rate | 60.0% | 56.3%+3.7pp | 67.5%-7.5pp | 67.6%-7.6pp |
| Annual return | 12.37% | 21.66%-9.3pp | 66.38%-54.0pp | 35.59%-23.2pp |
| Employer contribution / active EE | $1,167 | $1,798-35.1% | $2,727-57.2% | $2,755-57.6% |
| Participant deferral / active EE | $2,465 | $3,110-20.7% | $4,519-45.5% | $4,296-42.6% |
| Admin fee / account holder | $731 | $4,980-85.3% | $6,149-88.1% | $6,918-89.4% |