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 | $45,693 | $73,638-37.9% | $95,952-52.4% | $73,488-37.8% |
| Participation rate | 64.9% | 76.2%-11.2pp | 77.1%-12.2pp | 70.7%-5.8pp |
| Annual return | 17.79% | 16.78%+1.0pp | 91.61%-73.8pp | 28.51%-10.7pp |
| Employer contribution / active EE | $2,510 | $1,863+34.7% | $2,541-1.2% | $2,270+10.5% |
| Participant deferral / active EE | $5,617 | $3,617+55.3% | $4,167+34.8% | $3,740+50.2% |
| Admin fee / account holder | $1,653 | $482+242.8% | $6,795-75.7% | $513+222.1% |