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 4-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 | $27,787 | $67,894-59.1% | $89,340-68.9% | $82,448-66.3% |
| Participation rate | 65.8% | 64.0%+1.7pp | 69.6%-3.8pp | 68.1%-2.3pp |
| Annual return | 17.01% | 19.21%-2.2pp | 20.57%-3.6pp | 41.64%-24.6pp |
| Employer contribution / active EE | $1,970 | $1,828+7.8% | $2,231-11.7% | $2,551-22.8% |
| Participant deferral / active EE | $3,597 | $3,072+17.1% | $3,823-5.9% | $4,139-13.1% |
| Admin fee / account holder | $1,515 | $5,723-73.5% | $6,704-77.4% | $7,234-79.1% |