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 9-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 | $75,416 | $72,277+4.3% | $101,248-25.5% | $79,858-5.6% |
| Participation rate | 25.0% | 68.5%-43.5pp | 75.8%-50.8pp | 69.6%-44.6pp |
| Annual return | 15.93% | 22.30%-6.4pp | 46.47%-30.5pp | 31.71%-15.8pp |
| Employer contribution / active EE | $1,036 | $2,692-61.5% | $3,660-71.7% | $2,471-58.1% |
| Participant deferral / active EE | $1,947 | $3,282-40.7% | $4,370-55.4% | $3,740-47.9% |
| Admin fee / account holder | $3,663 | $4,400-16.7% | $5,945-38.4% | $5,306-31.0% |