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 | $61,768 | $101,724-39.3% | $164,813-62.5% | $80,856-23.6% |
| Participation rate | 64.9% | 71.8%-7.0pp | 78.6%-13.7pp | 67.6%-2.8pp |
| Annual return | 13.91% | 16.72%-2.8pp | 69.93%-56.0pp | 35.59%-21.7pp |
| Employer contribution / active EE | $2,189 | $2,953-25.9% | $4,341-49.6% | $2,755-20.5% |
| Participant deferral / active EE | $5,420 | $4,477+21.1% | $6,031-10.1% | $4,296+26.2% |
| Admin fee / account holder | $418 | $8,227-94.9% | $12,690-96.7% | $6,918-94.0% |