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 | $57,690 | $98,750-41.6% | $149,696-61.5% | $79,858-27.8% |
| Participation rate | 67.4% | 75.8%-8.4pp | 82.5%-15.1pp | 69.6%-2.2pp |
| Annual return | 18.67% | 27.43%-8.8pp | 276.60%-257.9pp | 31.71%-13.0pp |
| Employer contribution / active EE | $2,492 | $3,216-22.5% | $4,644-46.4% | $2,471+0.8% |
| Participant deferral / active EE | $4,532 | $5,680-20.2% | $6,842-33.8% | $3,740+21.2% |
| Admin fee / account holder | $434 | $6,053-92.8% | $9,309-95.3% | $5,306-91.8% |