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 6-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 | $58,355 | $109,881-46.9% | $150,045-61.1% | $84,808-31.2% |
| Participation rate | 60.5% | 76.1%-15.6pp | 82.3%-21.9pp | 68.3%-7.8pp |
| Annual return | 25.95% | 28.25%-2.3pp | 62.55%-36.6pp | 40.90%-14.9pp |
| Employer contribution / active EE | $3,792 | $3,561+6.5% | $4,693-19.2% | $2,631+44.1% |
| Participant deferral / active EE | $9,909 | $6,636+49.3% | $7,997+23.9% | $4,212+135.3% |
| Admin fee / account holder | $10,440 | $8,568+21.8% | $13,435-22.3% | $7,344+42.2% |