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 7-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 | $37,150 | $74,927-50.4% | $101,794-63.5% | $84,808-56.2% |
| Participation rate | 44.0% | 61.4%-17.4pp | 69.2%-25.2pp | 68.3%-24.3pp |
| Annual return | 21.25% | 18.70%+2.5pp | 30.53%-9.3pp | 40.90%-19.6pp |
| Employer contribution / active EE | $1,539 | $1,522+1.1% | $2,289-32.8% | $2,631-41.5% |
| Participant deferral / active EE | $3,858 | $3,099+24.5% | $4,084-5.5% | $4,212-8.4% |
| Admin fee / account holder | $559 | $6,514-91.4% | $8,777-93.6% | $7,344-92.4% |