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 6-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 | $46,612 | $79,944-41.7% | $98,439-52.6% | $75,163-38.0% |
| Participation rate | 65.4% | 70.4%-5.0pp | 75.2%-9.8pp | 67.2%-1.8pp |
| Annual return | 18.93% | 19.75%-0.8pp | 21.16%-2.2pp | 160.62%-141.7pp |
| Employer contribution / active EE | $1,495 | $2,264-34.0% | $3,048-50.9% | $2,670-44.0% |
| Participant deferral / active EE | $2,722 | $3,752-27.5% | $4,738-42.5% | $4,125-34.0% |
| Admin fee / account holder | $559 | $6,840-91.8% | $8,948-93.7% | $5,651-90.1% |