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 | $60,830 | $80,968-24.9% | $96,544-37.0% | $75,163-19.1% |
| Participation rate | 69.7% | 71.8%-2.1pp | 76.0%-6.3pp | 67.2%+2.5pp |
| Annual return | 16.34% | 27.06%-10.7pp | 25.84%-9.5pp | 160.62%-144.3pp |
| Employer contribution / active EE | $1,671 | $2,282-26.8% | $2,965-43.7% | $2,670-37.4% |
| Participant deferral / active EE | $4,001 | $3,928+1.9% | $4,851-17.5% | $4,125-3.0% |
| Admin fee / account holder | $3,200 | $6,724-52.4% | $8,252-61.2% | $5,651-43.4% |