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 | $66,404 | $73,787-10.0% | $98,716-32.7% | $82,448-19.5% |
| Participation rate | 50.0% | 61.4%-11.4pp | 69.3%-19.3pp | 68.1%-18.1pp |
| Annual return | 35.91% | 18.57%+17.3pp | 31.81%+4.1pp | 41.64%-5.7pp |
| Employer contribution / active EE | $1,013 | $1,511-32.9% | $2,279-55.5% | $2,551-60.3% |
| Participant deferral / active EE | $3,970 | $3,081+28.8% | $4,048-1.9% | $4,139-4.1% |
| Admin fee / account holder | $569 | $6,500-91.3% | $8,703-93.5% | $7,234-92.1% |