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 10-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 | $84,030 | $138,562-39.4% | $246,525-65.9% | $116,875-28.1% |
| Participation rate | 63.0% | 72.8%-9.8pp | 82.0%-18.9pp | 74.5%-11.5pp |
| Annual return | 13.58% | 16.14%-2.6pp | 0.46%+13.1pp | 16.29%-2.7pp |
| Employer contribution / active EE | $1,933 | $4,835-60.0% | $7,467-74.1% | $3,288-41.2% |
| Participant deferral / active EE | $5,632 | $4,207+33.9% | $5,422+3.9% | $3,885+45.0% |
| Admin fee / account holder | $3,360 | $18,110-81.4% | $16,551-79.7% | $12,263-72.6% |