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 8-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 | $77,827 | $54,541+42.7% | $78,778-1.2% | $70,131+11.0% |
| Participation rate | 28.2% | 60.8%-32.6pp | 69.2%-41.0pp | 69.5%-41.3pp |
| Annual return | 13.69% | 21.07%-7.4pp | 35.62%-21.9pp | 73.14%-59.4pp |
| Employer contribution / active EE | $830 | $1,089-23.7% | $1,986-58.2% | $2,342-64.5% |
| Participant deferral / active EE | $1,117 | $2,210-49.5% | $2,958-62.2% | $3,332-66.5% |
| Admin fee / account holder | $22,007 | $3,709+493.4% | $5,134+328.7% | $4,645+373.7% |