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 | $97,311 | $80,717+20.6% | $154,803-37.1% | $84,808+14.7% |
| Participation rate | 48.5% | 66.8%-18.3pp | 78.1%-29.6pp | 68.3%-19.8pp |
| Annual return | 28.44% | 37.96%-9.5pp | 58.88%-30.4pp | 40.90%-12.5pp |
| Employer contribution / active EE | $2,169 | $2,761-21.4% | $4,305-49.6% | $2,631-17.6% |
| Participant deferral / active EE | $5,383 | $3,303+63.0% | $5,540-2.8% | $4,212+27.8% |
| Admin fee / account holder | $2,773 | $6,746-58.9% | $14,329-80.6% | $7,344-62.2% |